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Clarus Wealth Advisors’s MDU Resources MDU Stock Holding History

Clarus Wealth Advisors’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
Q3 		– Sell
-10,136
Closed -$99K – 399
2019
Q2 		$99K Buy
10,136
+48
+0.5% +$467 0.07% 194
2019
Q1 		$99K Buy
10,088
+52
+0.5% +$505 0.07% 194
2018
Q4 		$91K Sell
10,036
-168
-2% -$1.64K 0.14% 181
2018
Q3 		$100K Buy
10,204
+84
+0.8% +$899 0.07% 211
2018
Q2 		$108K Buy
+10,120
New +$108K 0.08% 189

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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Clarus Wealth Advisors's MDU Position: Q3 2019 in Review

Clarus Wealth Advisors sold out of MDU Resources (MDU) in Q3 2019, closing a stake of 10,136 shares — an estimated $99K sold.

Clarus Wealth Advisors first reported a position in MDU in Q2 2018 and held it in 5 quarters. The position peaked at $108K in Q2 2018. 341 funds tracked by Wall St. Rank hold MDU as of Q3 2019.

  • Clarus Wealth Advisors reported no remaining MDU Resources position as of Q3 2019 after selling out during the quarter.
  • Clarus Wealth Advisors sold 10,136 MDU Resources shares in Q3 2019, an estimated $99K.
  • Clarus Wealth Advisors first reported a position in MDU Resources in Q2 2018 and held it in 5 quarters.
  • Clarus Wealth Advisors's MDU Resources position peaked at $108K in Q2 2018.
  • 341 funds tracked by Wall St. Rank held MDU Resources as of Q3 2019.

Based on Clarus Wealth Advisors's 13F filing for Q3 2019, filed 11 Oct 2019.