New York Life Trust’s MDU Resources MDU Stock Holding History

New York Life 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
2016 Q4	–	Sell	-197	Closed	-$2K	–	235
2016 Q3	$2K	Sell	197 -5,339	-96%	-$48.7K	0.01%	217
2016 Q2	$51K	Buy	5,536 +484	+10%	+$3.94K	0.25%	133
2016 Q1	$37K	Buy	+5,052	New	+$34K	0.16%	167

Other funds holding MDU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

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 New York $544B AUM 28.31% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

New York Life Trust's MDU Position: Q4 2016 in Review

New York Life Trust sold out of MDU Resources (MDU) in Q4 2016, closing a stake of 197 shares — an estimated $2K sold.

New York Life Trust first reported a position in MDU in Q1 2016 and held it in 3 quarters. The position peaked at $51K in Q2 2016. 334 funds tracked by Wall St. Rank hold MDU as of Q4 2016.

New York Life Trust reported no remaining MDU Resources position as of Q4 2016 after selling out during the quarter.
New York Life Trust sold 197 MDU Resources shares in Q4 2016, an estimated $2K.
New York Life Trust first reported a position in MDU Resources in Q1 2016 and held it in 3 quarters.
New York Life Trust's MDU Resources position peaked at $51K in Q2 2016.
334 funds tracked by Wall St. Rank held MDU Resources as of Q4 2016.

Based on New York Life Trust's 13F filing for Q4 2016, filed 15 Feb 2017.