KCPG
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Kavar Capital Partners Group’s MDU Resources MDU Stock Holding History

Kavar Capital Partners Group’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
Q3 		– Sell
-1,517
Closed -$15K – 326
2019
Q2 		$15K Buy
+1,517
New +$14.8K 0.01% 328
2018
Q3 		– Sell
-860
Closed -$9K – 275
2018
Q2 		$9K Hold
860
– – ﹤0.01% 328
2018
Q1 		$9K Buy
+860
New +$8.73K ﹤0.01% 331
2016
Q1 		– Sell
-860
Closed -$5K – 265
2015
Q4 		$5K Hold
860
– – ﹤0.01% 301
2015
Q3 		$5K Hold
860
– – ﹤0.01% 308
2015
Q2 		$6K Buy
+860
New +$6.91K ﹤0.01% 324
2014
Q3 		– Sell
-16,639
Closed -$222K – 130
2014
Q2 		$222K Buy
+16,639
New +$217K 0.19% 122

Other funds holding MDU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 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 $141B AUM 30.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return