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Brookstone Capital Management’s MDU Resources MDU Stock Holding History

Brookstone 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
2020
Q4 		– Sell
-25,986
Closed -$222K – 495
2020
Q3 		$222K Buy
+25,986
New +$223K 0.01% 390

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Brookstone Capital Management's MDU Position: Q4 2020 in Review

Brookstone Capital Management sold out of MDU Resources (MDU) in Q4 2020, closing a stake of 25,986 shares — an estimated $222K sold.

Brookstone Capital Management first reported a position in MDU in Q3 2020 and held it in 1 quarter. The position peaked at $222K in Q3 2020. 377 funds tracked by Wall St. Rank hold MDU as of Q4 2020.

  • Brookstone Capital Management reported no remaining MDU Resources position as of Q4 2020 after selling out during the quarter.
  • Brookstone Capital Management sold 25,986 MDU Resources shares in Q4 2020, an estimated $222K.
  • Brookstone Capital Management first reported a position in MDU Resources in Q3 2020 and held it in 1 quarter.
  • Brookstone Capital Management's MDU Resources position peaked at $222K in Q3 2020.
  • 377 funds tracked by Wall St. Rank held MDU Resources as of Q4 2020.

Based on Brookstone Capital Management's 13F filing for Q4 2020, filed 13 Jan 2021.