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Lombard Odier Asset Management (Switzerland)’s MDU Resources MDU Stock Holding History

Lombard Odier Asset Management (Switzerland)’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
Q1 		– Sell
-347,818
Closed -$3.12M – 447
2014
Q4 		$3.12M Sell
347,818
-49,736
-13% -$480K 0.34% 58
2014
Q3 		$4.22M Buy
397,554
+381,028
+2,306% +$4.53M 0.11% 202
2014
Q2 		$220K Buy
+16,526
New +$216K 0.02% 357

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 $37.4B AUM 35.42% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 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
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return

Lombard Odier Asset Management (Switzerland)'s MDU Position: Q1 2015 in Review

Lombard Odier Asset Management (Switzerland) sold out of MDU Resources (MDU) in Q1 2015, closing a stake of 347,818 shares — an estimated $3.12M sold.

Lombard Odier Asset Management (Switzerland) first reported a position in MDU in Q2 2014 and held it in 3 quarters. The position peaked at $4.22M in Q3 2014. 309 funds tracked by Wall St. Rank hold MDU as of Q1 2015.

  • Lombard Odier Asset Management (Switzerland) reported no remaining MDU Resources position as of Q1 2015 after selling out during the quarter.
  • Lombard Odier Asset Management (Switzerland) sold 347,818 MDU Resources shares in Q1 2015, an estimated $3.12M.
  • Lombard Odier Asset Management (Switzerland) first reported a position in MDU Resources in Q2 2014 and held it in 3 quarters.
  • Lombard Odier Asset Management (Switzerland)'s MDU Resources position peaked at $4.22M in Q3 2014.
  • 309 funds tracked by Wall St. Rank held MDU Resources as of Q1 2015.

Based on Lombard Odier Asset Management (Switzerland)'s 13F filing for Q1 2015, filed 15 May 2015.