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Howe & Rusling’s MDU Resources MDU Stock Holding History

Howe & Rusling’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
Q4 		– Sell
-3,077
Closed -$20K – 1040
2015
Q3 		$20K Hold
3,077
– – 0.01% 387
2015
Q2 		$23K Hold
3,077
– – 0.01% 386
2015
Q1 		$25K Hold
3,077
– – 0.01% 359
2014
Q4 		$27K Hold
3,077
– – 0.01% 350
2014
Q3 		$33K Hold
3,077
– – 0.01% 331
2014
Q2 		$41K Sell
3,077
-1,315
-30% -$17.2K 0.01% 318
2014
Q1 		$57K Hold
4,392
– – 0.01% 301
2013
Q4 		$51K Buy
+4,392
New +$49.5K 0.01% 300
2013
Q3 		– Sell
-4,392
Closed -$43K – 912
2013
Q2 		$43K Buy
+4,392
New +$42.3K 0.01% 366

Other funds holding MDU

ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 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
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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return

Howe & Rusling's MDU Position: Q4 2015 in Review

Howe & Rusling sold out of MDU Resources (MDU) in Q4 2015, closing a stake of 3,077 shares — an estimated $20K sold.

Howe & Rusling first reported a position in MDU in Q2 2013 and held it in 9 quarters. The position peaked at $57K in Q1 2014. 283 funds tracked by Wall St. Rank hold MDU as of Q4 2015.

  • Howe & Rusling reported no remaining MDU Resources position as of Q4 2015 after selling out during the quarter.
  • Howe & Rusling sold 3,077 MDU Resources shares in Q4 2015, an estimated $20K.
  • Howe & Rusling first reported a position in MDU Resources in Q2 2013 and held it in 9 quarters.
  • Howe & Rusling's MDU Resources position peaked at $57K in Q1 2014.
  • 283 funds tracked by Wall St. Rank held MDU Resources as of Q4 2015.

Based on Howe & Rusling's 13F filing for Q4 2015, filed 11 Feb 2016.