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Frontier Wealth Management’s MDU Resources MDU Stock Holding History

Frontier 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
2022
Q2 		$442K Hold
43,043
– – 0.03% 256
2022
Q1 		$445K Hold
43,043
– – 0.01% 256
2021
Q4 		$505K Buy
43,043
+10,651
+33% +$120K 0.03% 264
2021
Q3 		$365K Sell
32,392
-3,882
-11% -$46.5K 0.03% 305
2021
Q2 		$432K Buy
36,274
+3,882
+12% +$48.7K 0.03% 279
2021
Q1 		$389K Hold
32,392
– – 0.03% 273
2020
Q4 		$324K Hold
32,392
– – 0.03% 284
2020
Q3 		$277K Hold
32,392
– – 0.03% 296
2020
Q2 		$273K Hold
32,392
– – 0.03% 286
2020
Q1 		$265K Hold
32,392
– – 0.04% 230
2019
Q4 		$366K Sell
32,392
-379
-1% -$4.14K 0.06% 212
2019
Q3 		$351K Hold
32,771
– – 0.05% 228
2019
Q2 		$321K Sell
32,771
-379
-1% -$3.69K 0.05% 235
2019
Q1 		$326K Buy
33,150
+379
+1% +$3.68K 0.04% 263
2018
Q4 		$297K Hold
32,771
– – 0.05% 259
2018
Q3 		$320K Hold
32,771
– – 0.03% 293
2018
Q2 		$357K Hold
32,771
– – 0.05% 264
2018
Q1 		$351K Buy
32,771
+379
+1% +$3.85K 0.05% 278
2017
Q4 		$331K Hold
32,392
– – 0.05% 259
2017
Q3 		$320K Sell
32,392
-13,407
-29% -$134K 0.05% 287
2017
Q2 		$456K Buy
45,799
+12,946
+39% +$132K 0.07% 238
2017
Q1 		$342K Hold
32,853
– – 0.05% 282
2016
Q4 		$359K Sell
32,853
-407
-1% -$4.21K 0.06% 257
2016
Q3 		$322K Hold
33,260
– – 0.05% 265
2016
Q2 		$304K Sell
33,260
-389
-1% -$3.17K 0.05% 275
2016
Q1 		$249K Sell
33,649
-1,584
-4% -$10.7K 0.02% 288
2015
Q4 		$245K Hold
35,233
– – 0.04% 282
2015
Q3 		$230K Buy
+35,233
New +$240K 0.04% 287

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
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 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

Frontier Wealth Management's MDU Position: Q2 2022 in Review

Frontier Wealth Management held its MDU Resources (MDU) position steady in Q2 2022 at 43,043 shares worth $442K. The position accounts for 0.03% of the portfolio, ranked #256.

Frontier Wealth Management first reported a position in MDU in Q3 2015 and has held it in 28 quarters since. The position peaked at $505K in Q4 2021. 391 funds tracked by Wall St. Rank hold MDU as of Q2 2022.

  • Frontier Wealth Management held 43,043 shares of MDU Resources worth $442K as of Q2 2022.
  • Frontier Wealth Management left its MDU Resources share count unchanged in Q2 2022.
  • MDU Resources made up 0.03% of Frontier Wealth Management's portfolio in Q2 2022, its #256 holding.
  • Frontier Wealth Management first reported a position in MDU Resources in Q3 2015 and has held it in 28 quarters since.
  • Frontier Wealth Management's MDU Resources position peaked at $505K in Q4 2021.
  • 391 funds tracked by Wall St. Rank held MDU Resources as of Q2 2022.

Based on Frontier Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.