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Invictus RG’s MDU Resources MDU Stock Holding History

Invictus RG’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
2017
Q3 		– Sell
-4,786
Closed -$48K – 624
2017
Q2 		$48K Buy
+4,786
New +$48.9K 0.04% 475
2017
Q1 		– Sell
-1,410
Closed -$15K – 783
2016
Q4 		$15K Buy
+1,410
New +$14.6K 0.01% 553
2016
Q3 		– Sell
-410
Closed -$4K – 741
2016
Q2 		$4K Buy
+410
New +$3.34K ﹤0.01% 562

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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Invictus RG's MDU Position: Q3 2017 in Review

Invictus RG sold out of MDU Resources (MDU) in Q3 2017, closing a stake of 4,786 shares — an estimated $48K sold.

Invictus RG first reported a position in MDU in Q2 2016 and held it in 3 quarters. The position peaked at $48K in Q2 2017. 311 funds tracked by Wall St. Rank hold MDU as of Q3 2017.

  • Invictus RG reported no remaining MDU Resources position as of Q3 2017 after selling out during the quarter.
  • Invictus RG sold 4,786 MDU Resources shares in Q3 2017, an estimated $48K.
  • Invictus RG first reported a position in MDU Resources in Q2 2016 and held it in 3 quarters.
  • Invictus RG's MDU Resources position peaked at $48K in Q2 2017.
  • 311 funds tracked by Wall St. Rank held MDU Resources as of Q3 2017.

Based on Invictus RG's 13F filing for Q3 2017, filed 13 Nov 2017.