Financial Architects (New Jersey)’s MDU Resources MDU Stock Holding History

Financial Architects (New Jersey)’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 Q4	–	Sell	-87	Closed	-$1K	–	1430
2018 Q3	$1K	Hold	87	–	–	﹤0.01%	1373
2018 Q2	$1K	Buy	+87	New	+$928	﹤0.01%	1267
2016 Q4	–	Sell	-260	Closed	-$3K	–	1455
2016 Q3	$3K	Sell	260 -813	-76%	-$7.42K	﹤0.01%	1254
2016 Q2	$10K	Hold	1,073	–	–	﹤0.01%	977
2016 Q1	$8K	Buy	+1,073	New	+$7.23K	﹤0.01%	803
2015 Q3	–	Sell	-813	Closed	-$6K	–	620
2015 Q2	$6K	Hold	813	–	–	﹤0.01%	907
2015 Q1	$7K	Sell	813 -1,328	-62%	-$11.3K	﹤0.01%	797
2014 Q4	$19K	Hold	2,141	–	–	0.01%	545
2014 Q3	$23K	Hold	2,141	–	–	0.01%	449
2014 Q2	$29K	Buy	+2,141	New	+$28K	0.01%	416
2013 Q4	–	Sell	-2,141	Closed	-$23K	–	390
2013 Q3	$23K	Hold	2,141	–	–	0.01%	364
2013 Q2	$21K	Buy	+2,141	New	+$20.6K	0.02%	354

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

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 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

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

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

Financial Architects (New Jersey)'s MDU Position: Q4 2018 in Review

Financial Architects (New Jersey) sold out of MDU Resources (MDU) in Q4 2018, closing a stake of 87 shares — an estimated $1K sold.

Financial Architects (New Jersey) first reported a position in MDU in Q2 2013 and held it in 12 quarters. The position peaked at $29K in Q2 2014. 356 funds tracked by Wall St. Rank hold MDU as of Q4 2018.

Financial Architects (New Jersey) reported no remaining MDU Resources position as of Q4 2018 after selling out during the quarter.
Financial Architects (New Jersey) sold 87 MDU Resources shares in Q4 2018, an estimated $1K.
Financial Architects (New Jersey) first reported a position in MDU Resources in Q2 2013 and held it in 12 quarters.
Financial Architects (New Jersey)'s MDU Resources position peaked at $29K in Q2 2014.
356 funds tracked by Wall St. Rank held MDU Resources as of Q4 2018.

Based on Financial Architects (New Jersey)'s 13F filing for Q4 2018, filed 1 Feb 2019.