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HL Financial Services’s MDU Resources MDU Stock Holding History

HL Financial 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
2015
Q3 		– Sell
-32,426
Closed -$241K – 660
2015
Q2 		$241K Buy
32,426
+378
+1% +$3.04K 0.01% 600
2015
Q1 		$260K Sell
32,048
-1,136
-3% -$9.64K 0.01% 595
2014
Q4 		$297K Buy
33,184
+3,435
+12% +$33.1K 0.01% 552
2014
Q3 		$315K Buy
29,749
+2,411
+9% +$28.7K 0.01% 536
2014
Q2 		$365K Buy
27,338
+11
+0% +$144 0.01% 497
2014
Q1 		$356K Buy
27,327
+2,309
+9% +$28.7K 0.01% 479
2013
Q4 		$291K Buy
+25,018
New +$282K 0.01% 518

Other funds holding MDU

ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return
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
SIM
Sprucegrove Investment Management Toronto, Ontario, Canada $625M AUM 21.08% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

HL Financial Services's MDU Position: Q3 2015 in Review

HL Financial Services sold out of MDU Resources (MDU) in Q3 2015, closing a stake of 32,426 shares — an estimated $241K sold.

HL Financial Services first reported a position in MDU in Q4 2013 and held it in 7 quarters. The position peaked at $365K in Q2 2014. 307 funds tracked by Wall St. Rank hold MDU as of Q3 2015.

  • HL Financial Services reported no remaining MDU Resources position as of Q3 2015 after selling out during the quarter.
  • HL Financial Services sold 32,426 MDU Resources shares in Q3 2015, an estimated $241K.
  • HL Financial Services first reported a position in MDU Resources in Q4 2013 and held it in 7 quarters.
  • HL Financial Services's MDU Resources position peaked at $365K in Q2 2014.
  • 307 funds tracked by Wall St. Rank held MDU Resources as of Q3 2015.

Based on HL Financial Services's 13F filing for Q3 2015, filed 19 Oct 2015.