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Cornerstone Wealth Management’s MDU Resources MDU Stock Holding History

Cornerstone Wealth Management’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
-28,340
Closed -$232K – 399
2020
Q1 		$232K Buy
+28,340
New +$298K 0.04% 300

Other funds holding MDU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Cornerstone Wealth Management's MDU Position: Q2 2020 in Review

Cornerstone Wealth Management sold out of MDU Resources (MDU) in Q2 2020, closing a stake of 28,340 shares — an estimated $232K sold.

Cornerstone Wealth Management first reported a position in MDU in Q1 2020 and held it in 1 quarter. The position peaked at $232K in Q1 2020. 338 funds tracked by Wall St. Rank hold MDU as of Q2 2020.

  • Cornerstone Wealth Management reported no remaining MDU Resources position as of Q2 2020 after selling out during the quarter.
  • Cornerstone Wealth Management sold 28,340 MDU Resources shares in Q2 2020, an estimated $232K.
  • Cornerstone Wealth Management first reported a position in MDU Resources in Q1 2020 and held it in 1 quarter.
  • Cornerstone Wealth Management's MDU Resources position peaked at $232K in Q1 2020.
  • 338 funds tracked by Wall St. Rank held MDU Resources as of Q2 2020.

Based on Cornerstone Wealth Management's 13F filing for Q2 2020, filed 16 Jul 2020.