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WealthTrust-Arizona’s MDU Resources MDU Stock Holding History

WealthTrust-Arizona’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
Q1 		– Sell
-3,156
Closed -$28K – 667
2014
Q4 		$28K Hold
3,156
– – 0.02% 216
2014
Q3 		$33K Hold
3,156
– – 0.04% 211
2014
Q2 		$42K Sell
3,156
-108
-3% -$1.41K 0.04% 186
2014
Q1 		$43K Hold
3,264
– – 0.05% 174
2013
Q4 		$38K Sell
3,264
-63
-2% -$710 0.04% 174
2013
Q3 		$35K Hold
3,327
– – 0.04% 172
2013
Q2 		$33K Buy
+3,327
New +$32K 0.04% 168

Other funds holding MDU

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
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 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
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return

WealthTrust-Arizona's MDU Position: Q1 2015 in Review

WealthTrust-Arizona sold out of MDU Resources (MDU) in Q1 2015, closing a stake of 3,156 shares — an estimated $28K sold.

WealthTrust-Arizona first reported a position in MDU in Q2 2013 and held it in 7 quarters. The position peaked at $43K in Q1 2014. 309 funds tracked by Wall St. Rank hold MDU as of Q1 2015.

  • WealthTrust-Arizona reported no remaining MDU Resources position as of Q1 2015 after selling out during the quarter.
  • WealthTrust-Arizona sold 3,156 MDU Resources shares in Q1 2015, an estimated $28K.
  • WealthTrust-Arizona first reported a position in MDU Resources in Q2 2013 and held it in 7 quarters.
  • WealthTrust-Arizona's MDU Resources position peaked at $43K in Q1 2014.
  • 309 funds tracked by Wall St. Rank held MDU Resources as of Q1 2015.

Based on WealthTrust-Arizona's 13F filing for Q1 2015, filed 24 Apr 2015.