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Smith Salley Wealth Management’s MDU Resources MDU Stock Holding History

Smith Salley Wealth Management’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
2018
Q1 		– Sell
-21,831
Closed -$223K – 182
2017
Q4 		$223K Sell
21,831
-297,792
-93% -$3.05M 0.04% 173
2017
Q3 		$3.15M Buy
319,623
+3,769
+1% +$37.6K 0.6% 61
2017
Q2 		$3.15M Buy
315,854
+1,825
+0.6% +$18.7K 0.63% 62
2017
Q1 		$3.27M Buy
314,029
+507
+0.2% +$5.3K 0.67% 55
2016
Q4 		$3.43M Buy
313,522
+13,179
+4% +$136K 0.71% 57
2016
Q3 		$2.9M Buy
300,343
+36,576
+14% +$334K 0.64% 60
2016
Q2 		$2.41M Buy
263,767
+43,948
+20% +$358K 0.56% 62
2016
Q1 		$1.63M Buy
219,819
+10,236
+5% +$69K 0.41% 73
2015
Q4 		$1.46M Sell
209,583
-12,153
-5% -$84.2K 0.36% 81
2015
Q3 		$1.45M Buy
221,736
+5,060
+2% +$34.4K 0.39% 78
2015
Q2 		$1.61M Buy
216,676
+123,360
+132% +$991K 0.41% 75
2015
Q1 		$757K Buy
93,316
+27,390
+42% +$232K 0.19% 108
2014
Q4 		$589K Buy
65,926
+8,121
+14% +$78.4K 0.15% 118
2014
Q3 		$611K Buy
57,805
+23,514
+69% +$280K 0.16% 126
2014
Q2 		$458K Buy
34,291
+3,321
+11% +$43.4K 0.12% 132
2014
Q1 		$404K Buy
30,970
+6,623
+27% +$82.2K 0.25% 77
2013
Q4 		$283K Buy
+24,347
New +$274K 0.18% 85

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
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Smith Salley Wealth Management's MDU Position: Q1 2018 in Review

Smith Salley Wealth Management sold out of MDU Resources (MDU) in Q1 2018, closing a stake of 21,831 shares — an estimated $223K sold.

Smith Salley Wealth Management first reported a position in MDU in Q4 2013 and held it in 17 quarters. The position peaked at $3.43M in Q4 2016. 331 funds tracked by Wall St. Rank hold MDU as of Q1 2018.

  • Smith Salley Wealth Management reported no remaining MDU Resources position as of Q1 2018 after selling out during the quarter.
  • Smith Salley Wealth Management sold 21,831 MDU Resources shares in Q1 2018, an estimated $223K.
  • Smith Salley Wealth Management first reported a position in MDU Resources in Q4 2013 and held it in 17 quarters.
  • Smith Salley Wealth Management's MDU Resources position peaked at $3.43M in Q4 2016.
  • 331 funds tracked by Wall St. Rank held MDU Resources as of Q1 2018.

Based on Smith Salley Wealth Management's 13F filing for Q1 2018, filed 9 May 2018.