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IHT Wealth Management’s MDU Resources MDU Stock Holding History

IHT 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
2018
Q1 		– Sell
-39
Closed – – 1725
2017
Q4 		$0 Hold
39
– – ﹤0.01% 1742
2017
Q3 		$0 Hold
39
– – ﹤0.01% 1500
2017
Q2 		$143 Hold
39
– – 0.07% 285
2017
Q1 		$0 Hold
39
– – ﹤0.01% 1298
2016
Q4 		$0 Buy
+39
New +$403 ﹤0.01% 1211

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
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

IHT Wealth Management's MDU Position: Q1 2018 in Review

IHT Wealth Management sold out of MDU Resources (MDU) in Q1 2018, closing a stake of 39 shares.

IHT Wealth Management first reported a position in MDU in Q4 2016 and held it in 5 quarters. The position peaked at $143 in Q2 2017. 331 funds tracked by Wall St. Rank hold MDU as of Q1 2018.

  • IHT Wealth Management reported no remaining MDU Resources position as of Q1 2018 after selling out during the quarter.
  • IHT Wealth Management sold 39 MDU Resources shares in Q1 2018.
  • IHT Wealth Management first reported a position in MDU Resources in Q4 2016 and held it in 5 quarters.
  • IHT Wealth Management's MDU Resources position peaked at $143 in Q2 2017.
  • 331 funds tracked by Wall St. Rank held MDU Resources as of Q1 2018.

Based on IHT Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.