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Santa Fe Partners’s MDU Resources MDU Stock Holding History

Santa Fe Partners’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
Q1 		– Sell
-34,809
Closed -$242K – 194
2015
Q4 		$242K Buy
+34,809
New +$241K 0.04% 405
2014
Q4 		– Sell
-42,175
Closed -$446K – 561
2014
Q3 		$446K Sell
42,175
-17,552
-29% -$209K 0.07% 404
2014
Q2 		$798K Buy
59,727
+23,874
+67% +$312K 0.12% 305
2014
Q1 		$468K Buy
+35,853
New +$445K 0.07% 357
2013
Q3 		– Sell
-21,747
Closed -$216K – 541
2013
Q2 		$216K Buy
+21,747
New +$209K 0.04% 464

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
SIM
Sprucegrove Investment Management Toronto, Ontario, Canada $625M AUM 21.08% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Santa Fe Partners's MDU Position: Q1 2016 in Review

Santa Fe Partners sold out of MDU Resources (MDU) in Q1 2016, closing a stake of 34,809 shares — an estimated $242K sold.

Santa Fe Partners first reported a position in MDU in Q2 2013 and held it in 5 quarters. The position peaked at $798K in Q2 2014. 287 funds tracked by Wall St. Rank hold MDU as of Q1 2016.

  • Santa Fe Partners reported no remaining MDU Resources position as of Q1 2016 after selling out during the quarter.
  • Santa Fe Partners sold 34,809 MDU Resources shares in Q1 2016, an estimated $242K.
  • Santa Fe Partners first reported a position in MDU Resources in Q2 2013 and held it in 5 quarters.
  • Santa Fe Partners's MDU Resources position peaked at $798K in Q2 2014.
  • 287 funds tracked by Wall St. Rank held MDU Resources as of Q1 2016.

Based on Santa Fe Partners's 13F filing for Q1 2016.