PI
MDU icon

Placemark Investments’s MDU Resources MDU Stock Holding History

Placemark Investments’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
Q4 		$2.01M Buy
225,297
+1,483
+0.7% +$14.3K 0.04% 560
2014
Q3 		$2.37M Buy
223,814
+295
+0.1% +$3.51K 0.04% 498
2014
Q2 		$2.98M Buy
223,519
+17,147
+8% +$224K 0.05% 427
2014
Q1 		$2.69M Buy
206,372
+20,576
+11% +$255K 0.05% 428
2013
Q4 		$2.16M Buy
185,796
+62,110
+50% +$700K 0.04% 530
2013
Q3 		$1.31M Buy
123,686
+28,850
+30% +$304K 0.02% 674
2013
Q2 		$936K Buy
+94,836
New +$912K 0.02% 771

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 $37.4B AUM 35.42% 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
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return

Placemark Investments's MDU Position: Q4 2014 in Review

Placemark Investments increased its MDU Resources (MDU) stake by 0.66% in Q4 2014, buying an estimated $14.3K and bringing the position to 225,297 shares worth $2.01M. The position accounts for 0.04% of the portfolio, ranked #560.

Placemark Investments first reported a position in MDU in Q2 2013 and has held it in 7 quarters since. The position peaked at $2.98M in Q2 2014. 320 funds tracked by Wall St. Rank hold MDU as of Q4 2014.

  • Placemark Investments held 225,297 shares of MDU Resources worth $2.01M as of Q4 2014.
  • Placemark Investments bought 1,483 MDU Resources shares in Q4 2014, an estimated $14.3K.
  • MDU Resources made up 0.04% of Placemark Investments's portfolio in Q4 2014, its #560 holding.
  • Placemark Investments first reported a position in MDU Resources in Q2 2013 and has held it in 7 quarters since.
  • Placemark Investments's MDU Resources position peaked at $2.98M in Q2 2014.
  • 320 funds tracked by Wall St. Rank held MDU Resources as of Q4 2014.

Based on Placemark Investments's 13F filing for Q4 2014, filed 17 Feb 2015.