WRF
MDU icon

Waddell & Reed Financial’s MDU Resources MDU Stock Holding History

Waddell & Reed Financial’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
Q4 		– Sell
-367,658
Closed -$3.56M – 605
2016
Q3 		$3.56M Sell
367,658
-506,253
-58% -$4.62M 0.01% 546
2016
Q2 		$7.97M Buy
+873,911
New +$7.12M 0.02% 422

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

Waddell & Reed Financial's MDU Position: Q4 2016 in Review

Waddell & Reed Financial sold out of MDU Resources (MDU) in Q4 2016, closing a stake of 367,658 shares — an estimated $3.56M sold.

Waddell & Reed Financial first reported a position in MDU in Q2 2016 and held it in 2 quarters. The position peaked at $7.97M in Q2 2016. 334 funds tracked by Wall St. Rank hold MDU as of Q4 2016.

  • Waddell & Reed Financial reported no remaining MDU Resources position as of Q4 2016 after selling out during the quarter.
  • Waddell & Reed Financial sold 367,658 MDU Resources shares in Q4 2016, an estimated $3.56M.
  • Waddell & Reed Financial first reported a position in MDU Resources in Q2 2016 and held it in 2 quarters.
  • Waddell & Reed Financial's MDU Resources position peaked at $7.97M in Q2 2016.
  • 334 funds tracked by Wall St. Rank held MDU Resources as of Q4 2016.

Based on Waddell & Reed Financial's 13F filing for Q4 2016, filed 14 Feb 2017.