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Legacy Private Trust’s MDU Resources MDU Stock Holding History

Legacy Private Trust’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
-27,585
Closed -$287K – 239
2017
Q1 		$287K Sell
27,585
-17,197
-38% -$180K 0.04% 212
2016
Q4 		$490K Buy
+44,782
New +$463K 0.07% 180

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

Legacy Private Trust's MDU Position: Q2 2017 in Review

Legacy Private Trust sold out of MDU Resources (MDU) in Q2 2017, closing a stake of 27,585 shares — an estimated $287K sold.

Legacy Private Trust first reported a position in MDU in Q4 2016 and held it in 2 quarters. The position peaked at $490K in Q4 2016. 317 funds tracked by Wall St. Rank hold MDU as of Q2 2017.

  • Legacy Private Trust reported no remaining MDU Resources position as of Q2 2017 after selling out during the quarter.
  • Legacy Private Trust sold 27,585 MDU Resources shares in Q2 2017, an estimated $287K.
  • Legacy Private Trust first reported a position in MDU Resources in Q4 2016 and held it in 2 quarters.
  • Legacy Private Trust's MDU Resources position peaked at $490K in Q4 2016.
  • 317 funds tracked by Wall St. Rank held MDU Resources as of Q2 2017.

Based on Legacy Private Trust's 13F filing for Q2 2017, filed 14 Jul 2017.