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WFG Advisors’s MDU Resources MDU Stock Holding History

WFG Advisors’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
2017
Q2 		$231K Sell
23,201
-1,136
-5% -$11.6K 0.05% 338
2017
Q1 		$253K Sell
24,337
-4,124
-14% -$43.1K 0.07% 287
2016
Q4 		$311K Buy
28,461
+192
+0.7% +$1.99K 0.08% 276
2016
Q3 		$273K Buy
28,269
+213
+0.8% +$1.95K 0.07% 288
2016
Q2 		$256K Sell
28,056
-2,232
-7% -$18.2K 0.07% 273
2016
Q1 		$224K Sell
30,288
-2,152
-7% -$14.5K 0.06% 274
2015
Q4 		$226K Sell
32,440
-6,956
-18% -$48.2K 0.07% 266
2015
Q3 		$258K Sell
39,396
-38,259
-49% -$260K 0.08% 240
2015
Q2 		$577K Sell
77,655
-2,236
-3% -$18K 0.16% 140
2015
Q1 		$648K Buy
79,891
+8,058
+11% +$68.4K 0.18% 131
2014
Q4 		$642K Buy
71,833
+12,248
+21% +$118K 0.13% 178
2014
Q3 		$630K Sell
59,585
-324
-0.5% -$3.86K 0.12% 209
2014
Q2 		$800K Buy
59,909
+2,270
+4% +$29.7K 0.15% 170
2014
Q1 		$752K Buy
57,639
+4,636
+9% +$57.6K 0.15% 172
2013
Q4 		$616K Buy
53,003
+1,399
+3% +$15.8K 0.09% 263
2013
Q3 		$549K Buy
51,604
+2,812
+6% +$29.6K 0.09% 266
2013
Q2 		$481K Buy
+48,792
New +$469K 0.08% 272

Other funds holding MDU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

WFG Advisors's MDU Position: Q2 2017 in Review

WFG Advisors reduced its MDU Resources (MDU) stake by 4.7% in Q2 2017, selling an estimated $11.6K and leaving 23,201 shares worth $231K. The position accounts for 0.05% of the portfolio, ranked #338.

WFG Advisors first reported a position in MDU in Q2 2013 and has held it in 17 quarters since. The position peaked at $800K in Q2 2014. 317 funds tracked by Wall St. Rank hold MDU as of Q2 2017.

  • WFG Advisors held 23,201 shares of MDU Resources worth $231K as of Q2 2017.
  • WFG Advisors sold 1,136 MDU Resources shares in Q2 2017, an estimated $11.6K.
  • MDU Resources made up 0.05% of WFG Advisors's portfolio in Q2 2017, its #338 holding.
  • WFG Advisors first reported a position in MDU Resources in Q2 2013 and has held it in 17 quarters since.
  • WFG Advisors's MDU Resources position peaked at $800K in Q2 2014.
  • 317 funds tracked by Wall St. Rank held MDU Resources as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.