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LBA Wealth Management’s MDU Resources MDU Stock Holding History

LBA 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 		– Sell
-421
Closed -$3K – 432
2015
Q4 		$3K Hold
421
– – ﹤0.01% 371
2015
Q3 		$3K Hold
421
– – ﹤0.01% 309
2015
Q2 		$3K Sell
421
-473
-53% -$3.8K ﹤0.01% 291
2015
Q1 		$7K Buy
+894
New +$7.58K ﹤0.01% 254

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

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

LBA Wealth Management sold out of MDU Resources (MDU) in Q1 2016, closing a stake of 421 shares — an estimated $3K sold.

LBA Wealth Management first reported a position in MDU in Q1 2015 and held it in 4 quarters. The position peaked at $7K in Q1 2015. 287 funds tracked by Wall St. Rank hold MDU as of Q1 2016.

  • LBA Wealth Management reported no remaining MDU Resources position as of Q1 2016 after selling out during the quarter.
  • LBA Wealth Management sold 421 MDU Resources shares in Q1 2016, an estimated $3K.
  • LBA Wealth Management first reported a position in MDU Resources in Q1 2015 and held it in 4 quarters.
  • LBA Wealth Management's MDU Resources position peaked at $7K in Q1 2015.
  • 287 funds tracked by Wall St. Rank held MDU Resources as of Q1 2016.

Based on LBA Wealth Management's 13F filing for Q1 2016, filed 5 May 2016.