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Legacy Financial Advisors’s MDU Resources MDU Stock Holding History

Legacy Financial 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
Q2 		– Sell
-142
Closed -$1K – 590
2019
Q1 		$1K Hold
142
– – ﹤0.01% 988
2018
Q4 		$1K Sell
142
-468
-77% -$4.57K ﹤0.01% 916
2018
Q3 		$5K Sell
610
-179
-23% -$1.92K ﹤0.01% 692
2018
Q2 		$9K Buy
789
+263
+50% +$2.81K ﹤0.01% 549
2018
Q1 		$5K Hold
526
– – ﹤0.01% 642
2017
Q4 		$5K Buy
+526
New +$5.39K ﹤0.01% 633

Other funds holding MDU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Legacy Financial Advisors's MDU Position: Q2 2019 in Review

Legacy Financial Advisors sold out of MDU Resources (MDU) in Q2 2019, closing a stake of 142 shares — an estimated $1K sold.

Legacy Financial Advisors first reported a position in MDU in Q4 2017 and held it in 6 quarters. The position peaked at $9K in Q2 2018. 350 funds tracked by Wall St. Rank hold MDU as of Q2 2019.

  • Legacy Financial Advisors reported no remaining MDU Resources position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 142 MDU Resources shares in Q2 2019, an estimated $1K.
  • Legacy Financial Advisors first reported a position in MDU Resources in Q4 2017 and held it in 6 quarters.
  • Legacy Financial Advisors's MDU Resources position peaked at $9K in Q2 2018.
  • 350 funds tracked by Wall St. Rank held MDU Resources as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.