Clear Perspective Advisors’s MDU Resources MDU Stock Holding History

Clear Perspective 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
2018 Q3	–	Sell	-2,630	Closed	-$29K	–	319
2018 Q2	$29K	Buy	+2,630	New	+$28.1K	0.02%	288
2018 Q1	–	Sell	-2,630	Closed	-$26.7K	–	282
2017 Q4	$27K	Buy	+2,630	New	+$26.9K	0.02%	269

Other funds holding MDU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Clear Perspective Advisors's MDU Position: Q3 2018 in Review

Clear Perspective Advisors sold out of MDU Resources (MDU) in Q3 2018, closing a stake of 2,630 shares — an estimated $29K sold.

Clear Perspective Advisors first reported a position in MDU in Q4 2017 and held it in 2 quarters. The position peaked at $29K in Q2 2018. 354 funds tracked by Wall St. Rank hold MDU as of Q3 2018.

Clear Perspective Advisors reported no remaining MDU Resources position as of Q3 2018 after selling out during the quarter.
Clear Perspective Advisors sold 2,630 MDU Resources shares in Q3 2018, an estimated $29K.
Clear Perspective Advisors first reported a position in MDU Resources in Q4 2017 and held it in 2 quarters.
Clear Perspective Advisors's MDU Resources position peaked at $29K in Q2 2018.
354 funds tracked by Wall St. Rank held MDU Resources as of Q3 2018.

Based on Clear Perspective Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.