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Mariner Wealth Advisors (Cincinnati)’s MDU Resources MDU Stock Holding History

Mariner Wealth Advisors (Cincinnati)’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
Q4 		– Sell
-23,537
Closed -$228K – 251
2016
Q3 		$228K Sell
23,537
-3,025
-11% -$27.6K 0.02% 234
2016
Q2 		$242K Buy
+26,562
New +$216K 0.02% 227

Other funds holding MDU

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

Mariner Wealth Advisors (Cincinnati)'s MDU Position: Q4 2016 in Review

Mariner Wealth Advisors (Cincinnati) sold out of MDU Resources (MDU) in Q4 2016, closing a stake of 23,537 shares — an estimated $228K sold.

Mariner Wealth Advisors (Cincinnati) first reported a position in MDU in Q2 2016 and held it in 2 quarters. The position peaked at $242K in Q2 2016. 334 funds tracked by Wall St. Rank hold MDU as of Q4 2016.

  • Mariner Wealth Advisors (Cincinnati) reported no remaining MDU Resources position as of Q4 2016 after selling out during the quarter.
  • Mariner Wealth Advisors (Cincinnati) sold 23,537 MDU Resources shares in Q4 2016, an estimated $228K.
  • Mariner Wealth Advisors (Cincinnati) first reported a position in MDU Resources in Q2 2016 and held it in 2 quarters.
  • Mariner Wealth Advisors (Cincinnati)'s MDU Resources position peaked at $242K in Q2 2016.
  • 334 funds tracked by Wall St. Rank held MDU Resources as of Q4 2016.

Based on Mariner Wealth Advisors (Cincinnati)'s 13F filing for Q4 2016, filed 13 Feb 2017.