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Reilly Financial Advisors’s MDU Resources MDU Stock Holding History

Reilly Financial Advisors’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
2017
Q3 		– Sell
-605
Closed -$6K – 1011
2017
Q2 		$6K Hold
605
– – ﹤0.01% 745
2017
Q1 		$6K Hold
605
– – ﹤0.01% 707
2016
Q4 		$7K Hold
605
– – ﹤0.01% 614
2016
Q3 		$6K Hold
605
– – ﹤0.01% 613
2016
Q2 		$6K Buy
+605
New +$4.93K ﹤0.01% 573

Other funds holding MDU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Reilly Financial Advisors's MDU Position: Q3 2017 in Review

Reilly Financial Advisors sold out of MDU Resources (MDU) in Q3 2017, closing a stake of 605 shares — an estimated $6K sold.

Reilly Financial Advisors first reported a position in MDU in Q2 2016 and held it in 5 quarters. The position peaked at $7K in Q4 2016. 311 funds tracked by Wall St. Rank hold MDU as of Q3 2017.

  • Reilly Financial Advisors reported no remaining MDU Resources position as of Q3 2017 after selling out during the quarter.
  • Reilly Financial Advisors sold 605 MDU Resources shares in Q3 2017, an estimated $6K.
  • Reilly Financial Advisors first reported a position in MDU Resources in Q2 2016 and held it in 5 quarters.
  • Reilly Financial Advisors's MDU Resources position peaked at $7K in Q4 2016.
  • 311 funds tracked by Wall St. Rank held MDU Resources as of Q3 2017.

Based on Reilly Financial Advisors's 13F filing for Q3 2017, filed 20 Oct 2017.