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North Point Portfolio Managers’s MDU Resources MDU Stock Holding History

North Point Portfolio Managers’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
2013
Q4 		– Sell
-25,707
Closed -$273K – 90
2013
Q3 		$273K Hold
25,707
– – 0.06% 75
2013
Q2 		$253K Buy
+25,707
New +$247K 0.06% 79

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
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

North Point Portfolio Managers's MDU Position: Q4 2013 in Review

North Point Portfolio Managers sold out of MDU Resources (MDU) in Q4 2013, closing a stake of 25,707 shares — an estimated $273K sold.

North Point Portfolio Managers first reported a position in MDU in Q2 2013 and held it in 2 quarters. The position peaked at $273K in Q3 2013. 336 funds tracked by Wall St. Rank hold MDU as of Q4 2013.

  • North Point Portfolio Managers reported no remaining MDU Resources position as of Q4 2013 after selling out during the quarter.
  • North Point Portfolio Managers sold 25,707 MDU Resources shares in Q4 2013, an estimated $273K.
  • North Point Portfolio Managers first reported a position in MDU Resources in Q2 2013 and held it in 2 quarters.
  • North Point Portfolio Managers's MDU Resources position peaked at $273K in Q3 2013.
  • 336 funds tracked by Wall St. Rank held MDU Resources as of Q4 2013.

Based on North Point Portfolio Managers's 13F filing for Q4 2013, filed 28 Jan 2014.