JOYN Advisors’s MDU Resources MDU Stock Holding History

JOYN Advisors’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 Q1	–	Sell	-773	Closed	-$7K	–	871
2018 Q4	$7K	Buy	773 +323	+72%	+$3.15K	﹤0.01%	1121
2018 Q3	$4K	Buy	450 +163	+57%	+$1.74K	﹤0.01%	1257
2018 Q2	$3K	Buy	+287	New	+$3.06K	﹤0.01%	1315

Other funds holding MDU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

JOYN Advisors's MDU Position: Q1 2019 in Review

JOYN Advisors sold out of MDU Resources (MDU) in Q1 2019, closing a stake of 773 shares — an estimated $7K sold.

JOYN Advisors first reported a position in MDU in Q2 2018 and held it in 3 quarters. The position peaked at $7K in Q4 2018. 359 funds tracked by Wall St. Rank hold MDU as of Q1 2019.

JOYN Advisors reported no remaining MDU Resources position as of Q1 2019 after selling out during the quarter.
JOYN Advisors sold 773 MDU Resources shares in Q1 2019, an estimated $7K.
JOYN Advisors first reported a position in MDU Resources in Q2 2018 and held it in 3 quarters.
JOYN Advisors's MDU Resources position peaked at $7K in Q4 2018.
359 funds tracked by Wall St. Rank held MDU Resources as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.