Cornerstone Advisors (Washington)’s MDU Resources MDU Stock Holding History

Cornerstone Advisors (Washington)’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	-400	Closed	-$3K	–	754
2020 Q1	$3K	Hold	400	–	–	﹤0.01%	555
2019 Q4	$5K	Hold	400	–	–	﹤0.01%	496
2019 Q3	$4K	Hold	400	–	–	﹤0.01%	509
2019 Q2	$4K	Buy	400 +98	+32%	+$954	﹤0.01%	967
2019 Q1	$3K	Buy	+302	New	+$2.93K	﹤0.01%	923
2018 Q4	–	Sell	-105	Closed	-$1K	–	1233
2018 Q3	$1K	Hold	105	–	–	﹤0.01%	1050
2018 Q2	$1K	Hold	105	–	–	﹤0.01%	1022
2018 Q1	$1K	Buy	+105	New	+$1.07K	﹤0.01%	1007

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

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

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Cornerstone Advisors (Washington)'s MDU Position: Q2 2020 in Review

Cornerstone Advisors (Washington) sold out of MDU Resources (MDU) in Q2 2020, closing a stake of 400 shares — an estimated $3K sold.

Cornerstone Advisors (Washington) first reported a position in MDU in Q1 2018 and held it in 8 quarters. The position peaked at $5K in Q4 2019. 338 funds tracked by Wall St. Rank hold MDU as of Q2 2020.

Cornerstone Advisors (Washington) reported no remaining MDU Resources position as of Q2 2020 after selling out during the quarter.
Cornerstone Advisors (Washington) sold 400 MDU Resources shares in Q2 2020, an estimated $3K.
Cornerstone Advisors (Washington) first reported a position in MDU Resources in Q1 2018 and held it in 8 quarters.
Cornerstone Advisors (Washington)'s MDU Resources position peaked at $5K in Q4 2019.
338 funds tracked by Wall St. Rank held MDU Resources as of Q2 2020.

Based on Cornerstone Advisors (Washington)'s 13F filing for Q2 2020, filed 29 Jul 2020.