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Advisor Group’s MDU Resources MDU Stock Holding History

Advisor 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
2019
Q4 		$486K Buy
43,056
+9,262
+27% +$101K ﹤0.01% 1689
2019
Q3 		$363K Sell
33,794
-5,165
-13% -$52.7K ﹤0.01% 1849
2019
Q2 		$382K Buy
38,959
+513
+1% +$5K ﹤0.01% 1806
2019
Q1 		$377K Sell
38,446
-6,351
-14% -$61.7K ﹤0.01% 1800
2018
Q4 		$407K Buy
44,797
+9,267
+26% +$90.4K ﹤0.01% 1559
2018
Q3 		$347K Buy
35,530
+1,562
+5% +$16.7K ﹤0.01% 1746
2018
Q2 		$371K Sell
33,968
-691
-2% -$7.37K 0.01% 1532
2018
Q1 		$371K Sell
34,659
-1,344
-4% -$13.6K 0.01% 1531
2017
Q4 		$369K Buy
36,003
+2,430
+7% +$24.9K ﹤0.01% 1535
2017
Q3 		$331K Sell
33,573
-6,627
-16% -$66.1K 0.01% 1465
2017
Q2 		$402K Buy
40,200
+263
+0.7% +$2.69K 0.01% 1290
2017
Q1 		$415K Buy
39,937
+5,044
+14% +$52.7K 0.01% 1180
2016
Q4 		$382K Buy
34,893
+2,298
+7% +$23.8K 0.01% 1156
2016
Q3 		$316K Buy
32,595
+8,016
+33% +$73.2K 0.01% 1237
2016
Q2 		$221K Buy
+24,579
New +$200K 0.01% 1395

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Advisor Group's MDU Position: Q4 2019 in Review

Advisor Group increased its MDU Resources (MDU) stake by 27% in Q4 2019, buying an estimated $101K and bringing the position to 43,056 shares worth $486K. The position accounts for ﹤0.01% of the portfolio, ranked #1689.

Advisor Group first reported a position in MDU in Q2 2016 and has held it in 15 quarters since. 381 funds tracked by Wall St. Rank hold MDU as of Q4 2019.

  • Advisor Group held 43,056 shares of MDU Resources worth $486K as of Q4 2019.
  • Advisor Group bought 9,262 MDU Resources shares in Q4 2019, an estimated $101K.
  • MDU Resources made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #1689 holding.
  • Advisor Group first reported a position in MDU Resources in Q2 2016 and has held it in 15 quarters since.
  • 381 funds tracked by Wall St. Rank held MDU Resources as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.