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Windsor Capital Management’s MDU Resources MDU Stock Holding History

Windsor 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
Q4 		– Sell
-3,492
Closed -$22K – 284
2015
Q3 		$22K Buy
+3,492
New +$23.8K 0.01% 250
2014
Q1 		– Sell
-3,408
Closed -$40K – 202
2013
Q4 		$40K Buy
3,408
+10
+0.3% +$113 0.02% 189
2013
Q3 		$36K Buy
3,398
+11
+0.3% +$116 0.02% 206
2013
Q2 		$33K Buy
+3,387
New +$32.6K 0.02% 208

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

Windsor Capital Management's MDU Position: Q4 2015 in Review

Windsor Capital Management sold out of MDU Resources (MDU) in Q4 2015, closing a stake of 3,492 shares — an estimated $22K sold.

Windsor Capital Management first reported a position in MDU in Q2 2013 and held it in 4 quarters. The position peaked at $40K in Q4 2013. 283 funds tracked by Wall St. Rank hold MDU as of Q4 2015.

  • Windsor Capital Management reported no remaining MDU Resources position as of Q4 2015 after selling out during the quarter.
  • Windsor Capital Management sold 3,492 MDU Resources shares in Q4 2015, an estimated $22K.
  • Windsor Capital Management first reported a position in MDU Resources in Q2 2013 and held it in 4 quarters.
  • Windsor Capital Management's MDU Resources position peaked at $40K in Q4 2013.
  • 283 funds tracked by Wall St. Rank held MDU Resources as of Q4 2015.

Based on Windsor Capital Management's 13F filing for Q4 2015, filed 1 Feb 2016.