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Pacific Financial Group’s MDU Resources MDU Stock Holding History

Pacific Financial Group’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
-2,661
Closed -$24K – 129
2014
Q4 		$24K Buy
+2,661
New +$25.7K 0.01% 102

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 $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
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return

Pacific Financial Group's MDU Position: Q1 2015 in Review

Pacific Financial Group sold out of MDU Resources (MDU) in Q1 2015, closing a stake of 2,661 shares — an estimated $24K sold.

Pacific Financial Group first reported a position in MDU in Q4 2014 and held it in 1 quarter. The position peaked at $24K in Q4 2014. 309 funds tracked by Wall St. Rank hold MDU as of Q1 2015.

  • Pacific Financial Group reported no remaining MDU Resources position as of Q1 2015 after selling out during the quarter.
  • Pacific Financial Group sold 2,661 MDU Resources shares in Q1 2015, an estimated $24K.
  • Pacific Financial Group first reported a position in MDU Resources in Q4 2014 and held it in 1 quarter.
  • Pacific Financial Group's MDU Resources position peaked at $24K in Q4 2014.
  • 309 funds tracked by Wall St. Rank held MDU Resources as of Q1 2015.

Based on Pacific Financial Group's 13F filing for Q1 2015, filed 27 Apr 2015.