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Alpha Windward’s MDU Resources MDU Stock Holding History

Alpha Windward’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
2018
Q4 		– Sell
-4,481
Closed -$44K – 430
2018
Q3 		$44K Hold
4,481
– – 0.03% 317
2018
Q2 		$49K Buy
+4,481
New +$47.8K 0.03% 312
2016
Q4 		– Sell
-50,186
Closed -$485K – 440
2016
Q3 		$485K Sell
50,186
-158
-0.3% -$1.44K 0.34% 39
2016
Q2 		$459K Buy
+50,344
New +$410K 0.33% 50
2013
Q3 		– Sell
-38,344
Closed -$378K – 403
2013
Q2 		$378K Buy
+38,344
New +$369K 0.3% 134

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
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Alpha Windward's MDU Position: Q4 2018 in Review

Alpha Windward sold out of MDU Resources (MDU) in Q4 2018, closing a stake of 4,481 shares — an estimated $44K sold.

Alpha Windward first reported a position in MDU in Q2 2013 and held it in 5 quarters. The position peaked at $485K in Q3 2016. 356 funds tracked by Wall St. Rank hold MDU as of Q4 2018.

  • Alpha Windward reported no remaining MDU Resources position as of Q4 2018 after selling out during the quarter.
  • Alpha Windward sold 4,481 MDU Resources shares in Q4 2018, an estimated $44K.
  • Alpha Windward first reported a position in MDU Resources in Q2 2013 and held it in 5 quarters.
  • Alpha Windward's MDU Resources position peaked at $485K in Q3 2016.
  • 356 funds tracked by Wall St. Rank held MDU Resources as of Q4 2018.

Based on Alpha Windward's 13F filing for Q4 2018, filed 17 Jan 2019.