NB
MDU icon

NBT Bank’s MDU Resources MDU Stock Holding History

NBT Bank’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
2014
Q3 		– Sell
-18,386
Closed -$245K – 201
2014
Q2 		$245K Sell
18,386
-2,051
-10% -$26.8K 0.04% 187
2014
Q1 		$266K Hold
20,437
– – 0.04% 188
2013
Q4 		$238K Hold
20,437
– – 0.03% 191
2013
Q3 		$218K Hold
20,437
– – 0.03% 196
2013
Q2 		$201K Buy
+20,437
New +$197K 0.03% 198

Other funds holding MDU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
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
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

NBT Bank's MDU Position: Q3 2014 in Review

NBT Bank sold out of MDU Resources (MDU) in Q3 2014, closing a stake of 18,386 shares — an estimated $245K sold.

NBT Bank first reported a position in MDU in Q2 2013 and held it in 5 quarters. The position peaked at $266K in Q1 2014. 343 funds tracked by Wall St. Rank hold MDU as of Q3 2014.

  • NBT Bank reported no remaining MDU Resources position as of Q3 2014 after selling out during the quarter.
  • NBT Bank sold 18,386 MDU Resources shares in Q3 2014, an estimated $245K.
  • NBT Bank first reported a position in MDU Resources in Q2 2013 and held it in 5 quarters.
  • NBT Bank's MDU Resources position peaked at $266K in Q1 2014.
  • 343 funds tracked by Wall St. Rank held MDU Resources as of Q3 2014.

Based on NBT Bank's 13F filing for Q3 2014, filed 28 Oct 2014.