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Wealthfront’s MDU Resources MDU Stock Holding History

Wealthfront’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
Q4 		– Sell
-3,861
Closed -$25K – 741
2015
Q3 		$25K Buy
3,861
+1,731
+81% +$11.8K ﹤0.01% 674
2015
Q2 		$16K Buy
2,130
+1,075
+102% +$8.64K ﹤0.01% 704
2015
Q1 		$9K Buy
1,055
+995
+1,658% +$8.44K ﹤0.01% 656
2014
Q4 		$1K Buy
+60
New +$579 ﹤0.01% 628

Other funds holding MDU

ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
SIM
Sprucegrove Investment Management Toronto, Ontario, Canada $625M AUM 21.08% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return

Wealthfront's MDU Position: Q4 2015 in Review

Wealthfront sold out of MDU Resources (MDU) in Q4 2015, closing a stake of 3,861 shares — an estimated $25K sold.

Wealthfront first reported a position in MDU in Q4 2014 and held it in 4 quarters. The position peaked at $25K in Q3 2015. 283 funds tracked by Wall St. Rank hold MDU as of Q4 2015.

  • Wealthfront reported no remaining MDU Resources position as of Q4 2015 after selling out during the quarter.
  • Wealthfront sold 3,861 MDU Resources shares in Q4 2015, an estimated $25K.
  • Wealthfront first reported a position in MDU Resources in Q4 2014 and held it in 4 quarters.
  • Wealthfront's MDU Resources position peaked at $25K in Q3 2015.
  • 283 funds tracked by Wall St. Rank held MDU Resources as of Q4 2015.

Based on Wealthfront's 13F filing for Q4 2015, filed 17 Feb 2016.