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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Kavar Capital Partners Group's MDU Position: Q3 2019 in Review

Kavar Capital Partners Group sold out of MDU Resources (MDU) in Q3 2019, closing a stake of 1,517 shares — an estimated $15K sold.

Kavar Capital Partners Group first reported a position in MDU in Q2 2014 and held it in 7 quarters. The position peaked at $222K in Q2 2014. 342 funds tracked by Wall St. Rank hold MDU as of Q3 2019.

Kavar Capital Partners Group reported no remaining MDU Resources position as of Q3 2019 after selling out during the quarter.
Kavar Capital Partners Group sold 1,517 MDU Resources shares in Q3 2019, an estimated $15K.
Kavar Capital Partners Group first reported a position in MDU Resources in Q2 2014 and held it in 7 quarters.
Kavar Capital Partners Group's MDU Resources position peaked at $222K in Q2 2014.
342 funds tracked by Wall St. Rank held MDU Resources as of Q3 2019.

Based on Kavar Capital Partners Group's 13F filing for Q3 2019, filed 12 Nov 2019.