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Gary Goldberg Planning Services’s MDU Resources MDU Stock Holding History

Gary Goldberg Planning Services’s Portfolio MDU Stock Details MDU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		$26K Hold
2,959
– – 0.01% 281
2014
Q3 		$31K Hold
2,959
– – 0.01% 282
2014
Q2 		$39K Hold
2,959
– – 0.02% 246
2014
Q1 		$39K Buy
+2,959
New +$36.7K 0.02% 232

Other funds holding MDU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
SIM
Sprucegrove Investment Management Toronto, Ontario, Canada $625M AUM 21.08% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return

Gary Goldberg Planning Services's MDU Position: Q4 2014 in Review

Gary Goldberg Planning Services held its MDU Resources (MDU) position steady in Q4 2014 at 2,959 shares worth $26K. The position accounts for 0.01% of the portfolio, ranked #281.

Gary Goldberg Planning Services first reported a position in MDU in Q1 2014 and has held it in 4 quarters since. The position peaked at $39K in Q2 2014. 320 funds tracked by Wall St. Rank hold MDU as of Q4 2014.

  • Gary Goldberg Planning Services held 2,959 shares of MDU Resources worth $26K as of Q4 2014.
  • Gary Goldberg Planning Services left its MDU Resources share count unchanged in Q4 2014.
  • MDU Resources made up 0.01% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #281 holding.
  • Gary Goldberg Planning Services first reported a position in MDU Resources in Q1 2014 and has held it in 4 quarters since.
  • Gary Goldberg Planning Services's MDU Resources position peaked at $39K in Q2 2014.
  • 320 funds tracked by Wall St. Rank held MDU Resources as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.