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Integrated Wealth Management (Palm Desert)’s MDU Resources MDU Stock Holding History

Integrated Wealth Management (Palm Desert)’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
Q3 		– Sell
-836
Closed -$8K – 1287
2016
Q2 		$8K Buy
+836
New +$6.81K ﹤0.01% 819

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BFA
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BIT
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Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
SIM
Sprucegrove Investment Management Toronto, Ontario, Canada $625M AUM 21.08% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s MDU Position: Q3 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of MDU Resources (MDU) in Q3 2016, closing a stake of 836 shares — an estimated $8K sold.

Integrated Wealth Management (Palm Desert) first reported a position in MDU in Q2 2016 and held it in 1 quarter. The position peaked at $8K in Q2 2016. 305 funds tracked by Wall St. Rank hold MDU as of Q3 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining MDU Resources position as of Q3 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 836 MDU Resources shares in Q3 2016, an estimated $8K.
  • Integrated Wealth Management (Palm Desert) first reported a position in MDU Resources in Q2 2016 and held it in 1 quarter.
  • Integrated Wealth Management (Palm Desert)'s MDU Resources position peaked at $8K in Q2 2016.
  • 305 funds tracked by Wall St. Rank held MDU Resources as of Q3 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q3 2016, filed 21 Oct 2016.