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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
2018
Q4 		– Sell
-475,433
Closed -$6.81M – 825
2018
Q3 		$6.81M Buy
475,433
+427,180
+885% +$4.57M 0.09% 227
2018
Q2 		$637K Buy
+48,253
New +$515K 0.01% 926

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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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 Q2 2018 and held it in 3 quarters. The position peaked at $6.81M in Q3 2018. 337 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 Q2 2018 and held it in 3 quarters.
  • Cornerstone Wealth Management's MDU Resources position peaked at $6.81M in Q3 2018.
  • 337 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.