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Wealthcare Capital Management’s MDU Resources MDU Stock Holding History

Wealthcare Capital 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
2015
Q2 		– Sell
-855
Closed -$7K – 679
2015
Q1 		$7K Buy
+855
New +$7.25K ﹤0.01% 569

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SIM
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Franklin Resources
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SO
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UBS AM
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MPI
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Wealthcare Capital Management's MDU Position: Q2 2015 in Review

Wealthcare Capital Management sold out of MDU Resources (MDU) in Q2 2015, closing a stake of 855 shares — an estimated $7K sold.

Wealthcare Capital Management first reported a position in MDU in Q1 2015 and held it in 1 quarter. The position peaked at $7K in Q1 2015. 310 funds tracked by Wall St. Rank hold MDU as of Q2 2015.

  • Wealthcare Capital Management reported no remaining MDU Resources position as of Q2 2015 after selling out during the quarter.
  • Wealthcare Capital Management sold 855 MDU Resources shares in Q2 2015, an estimated $7K.
  • Wealthcare Capital Management first reported a position in MDU Resources in Q1 2015 and held it in 1 quarter.
  • Wealthcare Capital Management's MDU Resources position peaked at $7K in Q1 2015.
  • 310 funds tracked by Wall St. Rank held MDU Resources as of Q2 2015.

Based on Wealthcare Capital Management's 13F filing for Q2 2015, filed 24 Aug 2015.