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Financial Gravity Companies’s MDU Resources MDU Stock Holding History

Financial Gravity Companies’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 		$4K Buy
+373
New +$3.64K ﹤0.01% 779
2018
Q1 		$6K Buy
576
+392
+213% +$3.98K 0.01% 678
2017
Q4 		$2K Buy
+184
New +$1.89K ﹤0.01% 952

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
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Financial Gravity Companies's MDU Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in MDU Resources (MDU) in Q4 2018: 373 shares worth $4K. The stake represents ﹤0.01% of the portfolio and ranks #779 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in MDU as recently as Q1 2018.

Financial Gravity Companies first reported a position in MDU in Q4 2017 and has held it in 3 quarters since. The position peaked at $6K in Q1 2018. 356 funds tracked by Wall St. Rank hold MDU as of Q4 2018.

  • Financial Gravity Companies held 373 shares of MDU Resources worth $4K as of Q4 2018.
  • MDU Resources was a new Financial Gravity Companies position in Q4 2018.
  • MDU Resources made up ﹤0.01% of Financial Gravity Companies's portfolio in Q4 2018, its #779 holding.
  • Financial Gravity Companies first reported a position in MDU Resources in Q4 2017 and has held it in 3 quarters since.
  • Financial Gravity Companies's MDU Resources position peaked at $6K in Q1 2018.
  • 356 funds tracked by Wall St. Rank held MDU Resources as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.