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Capital Asset Advisory Services’s MDU Resources MDU Stock Holding History

Capital Asset Advisory Services’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
2021
Q1 		– Sell
-2,661
Closed -$27K – 1154
2020
Q4 		$27K Buy
+2,661
New +$24.9K ﹤0.01% 773

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fuller & Thaler Asset Management
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Capital Asset Advisory Services's MDU Position: Q1 2021 in Review

Capital Asset Advisory Services sold out of MDU Resources (MDU) in Q1 2021, closing a stake of 2,661 shares — an estimated $27K sold.

Capital Asset Advisory Services first reported a position in MDU in Q4 2020 and held it in 1 quarter. The position peaked at $27K in Q4 2020. 398 funds tracked by Wall St. Rank hold MDU as of Q1 2021.

  • Capital Asset Advisory Services reported no remaining MDU Resources position as of Q1 2021 after selling out during the quarter.
  • Capital Asset Advisory Services sold 2,661 MDU Resources shares in Q1 2021, an estimated $27K.
  • Capital Asset Advisory Services first reported a position in MDU Resources in Q4 2020 and held it in 1 quarter.
  • Capital Asset Advisory Services's MDU Resources position peaked at $27K in Q4 2020.
  • 398 funds tracked by Wall St. Rank held MDU Resources as of Q1 2021.

Based on Capital Asset Advisory Services's 13F filing for Q1 2021, filed 13 May 2021.