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Lucus Advisors’s MDU Resources MDU Stock Holding History

Lucus 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
Q1 		$237K Sell
22,133
-11,698
-35% -$119K 0.41% 35
2017
Q4 		$346K Sell
33,831
-1,267
-4% -$13K 0.51% 22
2017
Q3 		$346K Sell
35,098
-569
-2% -$5.68K 0.49% 137
2017
Q2 		$355K Buy
+35,667
New +$365K 0.48% 153

Other funds holding MDU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Lucus Advisors's MDU Position: Q1 2018 in Review

Lucus Advisors reduced its MDU Resources (MDU) stake by 35% in Q1 2018, selling an estimated $119K and leaving 22,133 shares worth $237K. The position accounts for 0.41% of the portfolio, ranked #35.

Lucus Advisors first reported a position in MDU in Q2 2017 and has held it in 4 quarters since. The position peaked at $355K in Q2 2017. 332 funds tracked by Wall St. Rank hold MDU as of Q1 2018.

  • Lucus Advisors held 22,133 shares of MDU Resources worth $237K as of Q1 2018.
  • Lucus Advisors sold 11,698 MDU Resources shares in Q1 2018, an estimated $119K.
  • MDU Resources made up 0.41% of Lucus Advisors's portfolio in Q1 2018, its #35 holding.
  • Lucus Advisors first reported a position in MDU Resources in Q2 2017 and has held it in 4 quarters since.
  • Lucus Advisors's MDU Resources position peaked at $355K in Q2 2017.
  • 332 funds tracked by Wall St. Rank held MDU Resources as of Q1 2018.

Based on Lucus Advisors's 13F filing for Q1 2018, filed 15 May 2018.