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Winchester Group’s MDU Resources MDU Stock Holding History

Winchester Group’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
2013
Q3 		$1.1M Sell
103,157
-7,890
-7% -$83.2K 0.24% 102
2013
Q2 		$1.09M Buy
+111,047
New +$1.07M 0.23% 104

Other funds holding MDU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
SIM
Sprucegrove Investment Management Toronto, Ontario, Canada $639M AUM 23.31% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Winchester Group's MDU Position: Q3 2013 in Review

Winchester Group reduced its MDU Resources (MDU) stake by 7.1% in Q3 2013, selling an estimated $83.2K and leaving 103,157 shares worth $1.1M. The position accounts for 0.24% of the portfolio, ranked #102.

Winchester Group first reported a position in MDU in Q2 2013 and has held it in 2 quarters since. 315 funds tracked by Wall St. Rank hold MDU as of Q3 2013.

  • Winchester Group held 103,157 shares of MDU Resources worth $1.1M as of Q3 2013.
  • Winchester Group sold 7,890 MDU Resources shares in Q3 2013, an estimated $83.2K.
  • MDU Resources made up 0.24% of Winchester Group's portfolio in Q3 2013, its #102 holding.
  • Winchester Group first reported a position in MDU Resources in Q2 2013 and has held it in 2 quarters since.
  • 315 funds tracked by Wall St. Rank held MDU Resources as of Q3 2013.

Based on Winchester Group's 13F filing for Q3 2013, filed 16 Oct 2013.