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Security National Trust’s MDU Resources MDU Stock Holding History

Security National Trust’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
Q2 		– Sell
-394
Closed -$5K – 536
2014
Q1 		$5K Hold
394
– – ﹤0.01% 465
2013
Q4 		$5K Hold
394
– – ﹤0.01% 463
2013
Q3 		$4K Hold
394
– – ﹤0.01% 454
2013
Q2 		$4K Buy
+394
New +$3.79K ﹤0.01% 437

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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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

Security National Trust's MDU Position: Q2 2014 in Review

Security National Trust sold out of MDU Resources (MDU) in Q2 2014, closing a stake of 394 shares — an estimated $5K sold.

Security National Trust first reported a position in MDU in Q2 2013 and held it in 4 quarters. The position peaked at $5K in Q1 2014. 376 funds tracked by Wall St. Rank hold MDU as of Q2 2014.

  • Security National Trust reported no remaining MDU Resources position as of Q2 2014 after selling out during the quarter.
  • Security National Trust sold 394 MDU Resources shares in Q2 2014, an estimated $5K.
  • Security National Trust first reported a position in MDU Resources in Q2 2013 and held it in 4 quarters.
  • Security National Trust's MDU Resources position peaked at $5K in Q1 2014.
  • 376 funds tracked by Wall St. Rank held MDU Resources as of Q2 2014.

Based on Security National Trust's 13F filing for Q2 2014, filed 14 Jul 2014.