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Partnervest Advisory Services’s MDU Resources MDU Stock Holding History

Partnervest Advisory Services’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
-952
Closed -$13K – 536
2014
Q2 		$13K Buy
952
+5
+0.5% +$65 0.01% 638
2014
Q1 		$12K Buy
947
+6
+0.6% +$75 0.01% 621
2013
Q4 		$11K Sell
941
-4,440
-83% -$50K 0.01% 621
2013
Q3 		$57K Buy
5,381
+190
+4% +$2K 0.03% 261
2013
Q2 		$51K Buy
+5,191
New +$49.9K 0.02% 236

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

Partnervest Advisory Services's MDU Position: Q3 2014 in Review

Partnervest Advisory Services sold out of MDU Resources (MDU) in Q3 2014, closing a stake of 952 shares — an estimated $13K sold.

Partnervest Advisory Services first reported a position in MDU in Q2 2013 and held it in 5 quarters. The position peaked at $57K in Q3 2013. 343 funds tracked by Wall St. Rank hold MDU as of Q3 2014.

  • Partnervest Advisory Services reported no remaining MDU Resources position as of Q3 2014 after selling out during the quarter.
  • Partnervest Advisory Services sold 952 MDU Resources shares in Q3 2014, an estimated $13K.
  • Partnervest Advisory Services first reported a position in MDU Resources in Q2 2013 and held it in 5 quarters.
  • Partnervest Advisory Services's MDU Resources position peaked at $57K in Q3 2013.
  • 343 funds tracked by Wall St. Rank held MDU Resources as of Q3 2014.

Based on Partnervest Advisory Services's 13F filing for Q3 2014, filed 7 Nov 2014.