Lowe Wealth Advisors’s MDU Resources MDU Stock Holding History

Lowe Wealth 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
2018 Q4	–	Sell	-337	Closed	-$3K	–	283
2018 Q3	$3K	Buy	+337	New	+$3.61K	﹤0.01%	236

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

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

Lowe Wealth Advisors's MDU Position: Q4 2018 in Review

Lowe Wealth Advisors sold out of MDU Resources (MDU) in Q4 2018, closing a stake of 337 shares — an estimated $3K sold.

Lowe Wealth Advisors first reported a position in MDU in Q3 2018 and held it in 1 quarter. The position peaked at $3K in Q3 2018. 356 funds tracked by Wall St. Rank hold MDU as of Q4 2018.

Lowe Wealth Advisors reported no remaining MDU Resources position as of Q4 2018 after selling out during the quarter.
Lowe Wealth Advisors sold 337 MDU Resources shares in Q4 2018, an estimated $3K.
Lowe Wealth Advisors first reported a position in MDU Resources in Q3 2018 and held it in 1 quarter.
Lowe Wealth Advisors's MDU Resources position peaked at $3K in Q3 2018.
356 funds tracked by Wall St. Rank held MDU Resources as of Q4 2018.

Based on Lowe Wealth Advisors's 13F filing for Q4 2018, filed 10 Jan 2019.