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Financial Gravity Asset Management’s MDU Resources MDU Stock Holding History

Financial Gravity Asset 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
2019
Q4 		$30K Hold
95
– – 0.02% 863
2019
Q3 		$1K Sell
95
-31
-25% -$317 ﹤0.01% 1060
2019
Q2 		$1K Sell
126
-142
-53% -$1.38K ﹤0.01% 1082
2019
Q1 		$3K Buy
+268
New +$2.6K ﹤0.01% 847
2018
Q3 		$6K Buy
668
+18
+3% +$193 0.01% 689
2018
Q2 		$7K Buy
650
+74
+13% +$789 0.01% 651
2018
Q1 		$6K Buy
+576
New +$5.85K 0.01% 678

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 $3.37T AUM 44.26% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Financial Gravity Asset Management's MDU Position: Q4 2019 in Review

Financial Gravity Asset Management held its MDU Resources (MDU) position steady in Q4 2019 at 95 shares worth $30K. The position accounts for 0.02% of the portfolio, ranked #863.

Financial Gravity Asset Management first reported a position in MDU in Q1 2018 and has held it in 7 quarters since. 382 funds tracked by Wall St. Rank hold MDU as of Q4 2019.

  • Financial Gravity Asset Management held 95 shares of MDU Resources worth $30K as of Q4 2019.
  • Financial Gravity Asset Management left its MDU Resources share count unchanged in Q4 2019.
  • MDU Resources made up 0.02% of Financial Gravity Asset Management's portfolio in Q4 2019, its #863 holding.
  • Financial Gravity Asset Management first reported a position in MDU Resources in Q1 2018 and has held it in 7 quarters since.
  • 382 funds tracked by Wall St. Rank held MDU Resources as of Q4 2019.

Based on Financial Gravity Asset Management's 13F filing for Q4 2019, filed 28 Feb 2020.