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Sandy Spring Bank’s MDU Resources MDU Stock Holding History

Sandy Spring Bank’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
2016
Q3 		– Sell
-40,958
Closed -$374K – 865
2016
Q2 		$374K Hold
40,958
– – 0.04% 232
2016
Q1 		$303K Hold
40,958
– – 0.03% 245
2015
Q4 		$285K Sell
40,958
-33,465
-45% -$232K 0.03% 250
2015
Q3 		$487K Hold
74,423
– – 0.06% 216
2015
Q2 		$553K Hold
74,423
– – 0.06% 210
2015
Q1 		$604K Buy
+74,423
New +$631K 0.07% 199
2014
Q1 		– Sell
-500
Closed -$6K – 760
2013
Q4 		$6K Buy
+500
New +$5.63K ﹤0.01% 598

Other funds holding MDU

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
SIM
Sprucegrove Investment Management Toronto, Ontario, Canada $625M AUM 21.08% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Sandy Spring Bank's MDU Position: Q3 2016 in Review

Sandy Spring Bank sold out of MDU Resources (MDU) in Q3 2016, closing a stake of 40,958 shares — an estimated $374K sold.

Sandy Spring Bank first reported a position in MDU in Q4 2013 and held it in 7 quarters. The position peaked at $604K in Q1 2015. 305 funds tracked by Wall St. Rank hold MDU as of Q3 2016.

  • Sandy Spring Bank reported no remaining MDU Resources position as of Q3 2016 after selling out during the quarter.
  • Sandy Spring Bank sold 40,958 MDU Resources shares in Q3 2016, an estimated $374K.
  • Sandy Spring Bank first reported a position in MDU Resources in Q4 2013 and held it in 7 quarters.
  • Sandy Spring Bank's MDU Resources position peaked at $604K in Q1 2015.
  • 305 funds tracked by Wall St. Rank held MDU Resources as of Q3 2016.

Based on Sandy Spring Bank's 13F filing for Q3 2016, filed 7 Nov 2016.