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Tarbox Family Office’s MDU Resources MDU Stock Holding History

Tarbox Family Office’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
-805
Closed -$7K – 566
2016
Q2 		$7K Hold
805
– – 0.01% 280
2016
Q1 		$6K Hold
805
– – ﹤0.01% 313
2015
Q4 		$6K Hold
805
– – ﹤0.01% 292
2015
Q3 		$5K Buy
+805
New +$5.48K ﹤0.01% 322
2014
Q3 		– Sell
-2,648
Closed -$35K – 567
2014
Q2 		$35K Hold
2,648
– – 0.03% 122
2014
Q1 		$34K Hold
2,648
– – 0.03% 134
2013
Q4 		$31K Buy
+2,648
New +$29.8K 0.03% 161

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

Tarbox Family Office's MDU Position: Q3 2016 in Review

Tarbox Family Office sold out of MDU Resources (MDU) in Q3 2016, closing a stake of 805 shares — an estimated $7K sold.

Tarbox Family Office first reported a position in MDU in Q4 2013 and held it in 7 quarters. The position peaked at $35K in Q2 2014. 305 funds tracked by Wall St. Rank hold MDU as of Q3 2016.

  • Tarbox Family Office reported no remaining MDU Resources position as of Q3 2016 after selling out during the quarter.
  • Tarbox Family Office sold 805 MDU Resources shares in Q3 2016, an estimated $7K.
  • Tarbox Family Office first reported a position in MDU Resources in Q4 2013 and held it in 7 quarters.
  • Tarbox Family Office's MDU Resources position peaked at $35K in Q2 2014.
  • 305 funds tracked by Wall St. Rank held MDU Resources as of Q3 2016.

Based on Tarbox Family Office's 13F filing for Q3 2016, filed 28 Oct 2016.