CMBA
MDU icon

C.M. Bidwell & Associates’s MDU Resources MDU Stock Holding History

C.M. Bidwell & Associates’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
Q2 		– Sell
-18,107
Closed -$148K – 441
2020
Q1 		$148K Buy
+18,107
New +$191K 0.16% 128
2017
Q1 		– Sell
-276,756
Closed -$3.03M – 271
2016
Q4 		$3.03M Buy
+276,756
New +$2.86M 0.71% 70

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
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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

C.M. Bidwell & Associates's MDU Position: Q2 2020 in Review

C.M. Bidwell & Associates sold out of MDU Resources (MDU) in Q2 2020, closing a stake of 18,107 shares — an estimated $148K sold.

C.M. Bidwell & Associates first reported a position in MDU in Q4 2016 and held it in 2 quarters. The position peaked at $3.03M in Q4 2016. 337 funds tracked by Wall St. Rank hold MDU as of Q2 2020.

  • C.M. Bidwell & Associates reported no remaining MDU Resources position as of Q2 2020 after selling out during the quarter.
  • C.M. Bidwell & Associates sold 18,107 MDU Resources shares in Q2 2020, an estimated $148K.
  • C.M. Bidwell & Associates first reported a position in MDU Resources in Q4 2016 and held it in 2 quarters.
  • C.M. Bidwell & Associates's MDU Resources position peaked at $3.03M in Q4 2016.
  • 337 funds tracked by Wall St. Rank held MDU Resources as of Q2 2020.

Based on C.M. Bidwell & Associates's 13F filing for Q2 2020, filed 14 Aug 2020.