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Gupta Wealth Management’s MDU Resources MDU Stock Holding History

Gupta Wealth Management’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
2016
Q1 		$16K Buy
+2,114
New +$14.2K ﹤0.01% 727
2015
Q3 		– Sell
-1,562
Closed -$12K – 1307
2015
Q2 		$12K Buy
+1,562
New +$12.6K ﹤0.01% 856

Other funds holding MDU

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
SIM
Sprucegrove Investment Management Toronto, Ontario, Canada $625M AUM 21.08% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Gupta Wealth Management's MDU Position: Q1 2016 in Review

Gupta Wealth Management opened a new position in MDU Resources (MDU) in Q1 2016: 2,114 shares worth $16K. The stake represents ﹤0.01% of the portfolio and ranks #727 among its holdings. This is a return to the name: Gupta Wealth Management previously reported a position in MDU as recently as Q2 2015.

Gupta Wealth Management first reported a position in MDU in Q2 2015 and has held it in 2 quarters since. 287 funds tracked by Wall St. Rank hold MDU as of Q1 2016.

  • Gupta Wealth Management held 2,114 shares of MDU Resources worth $16K as of Q1 2016.
  • MDU Resources was a new Gupta Wealth Management position in Q1 2016.
  • MDU Resources made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #727 holding.
  • Gupta Wealth Management first reported a position in MDU Resources in Q2 2015 and has held it in 2 quarters since.
  • 287 funds tracked by Wall St. Rank held MDU Resources as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.