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Isthmus Partners’s MDU Resources MDU Stock Holding History

Isthmus Partners’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
2017
Q2 		– Sell
-1,375
Closed -$14K – 292
2017
Q1 		$14K Hold
1,375
– – ﹤0.01% 242
2016
Q4 		$15K Hold
1,375
– – ﹤0.01% 236
2016
Q3 		$13K Sell
1,375
-1,226
-47% -$11.2K ﹤0.01% 236
2016
Q2 		$24K Sell
2,601
-615
-19% -$5.01K 0.01% 194
2016
Q1 		$24K Hold
3,216
– – 0.01% 193
2015
Q4 		$22K Hold
3,216
– – 0.01% 209
2015
Q3 		$21K Hold
3,216
– – 0.01% 216
2015
Q2 		$24K Hold
3,216
– – 0.01% 210
2015
Q1 		$26K Hold
3,216
– – 0.01% 205
2014
Q4 		$29K Buy
+3,216
New +$31K 0.01% 207

Other funds holding MDU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Isthmus Partners's MDU Position: Q2 2017 in Review

Isthmus Partners sold out of MDU Resources (MDU) in Q2 2017, closing a stake of 1,375 shares — an estimated $14K sold.

Isthmus Partners first reported a position in MDU in Q4 2014 and held it in 10 quarters. The position peaked at $29K in Q4 2014. 317 funds tracked by Wall St. Rank hold MDU as of Q2 2017.

  • Isthmus Partners reported no remaining MDU Resources position as of Q2 2017 after selling out during the quarter.
  • Isthmus Partners sold 1,375 MDU Resources shares in Q2 2017, an estimated $14K.
  • Isthmus Partners first reported a position in MDU Resources in Q4 2014 and held it in 10 quarters.
  • Isthmus Partners's MDU Resources position peaked at $29K in Q4 2014.
  • 317 funds tracked by Wall St. Rank held MDU Resources as of Q2 2017.

Based on Isthmus Partners's 13F filing for Q2 2017, filed 11 Aug 2017.