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M Holdings Securities’s MDU Resources MDU Stock Holding History

M Holdings Securities’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
-21,468
Closed -$211K – 284
2019
Q1 		$211K Buy
+21,468
New +$208K 0.05% 338
2014
Q4 		– Sell
-11,093
Closed -$117K – 333
2014
Q3 		$117K Buy
+11,093
New +$132K 0.07% 253

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

M Holdings Securities's MDU Position: Q2 2019 in Review

M Holdings Securities sold out of MDU Resources (MDU) in Q2 2019, closing a stake of 21,468 shares — an estimated $211K sold.

M Holdings Securities first reported a position in MDU in Q3 2014 and held it in 2 quarters. The position peaked at $211K in Q1 2019. 350 funds tracked by Wall St. Rank hold MDU as of Q2 2019.

  • M Holdings Securities reported no remaining MDU Resources position as of Q2 2019 after selling out during the quarter.
  • M Holdings Securities sold 21,468 MDU Resources shares in Q2 2019, an estimated $211K.
  • M Holdings Securities first reported a position in MDU Resources in Q3 2014 and held it in 2 quarters.
  • M Holdings Securities's MDU Resources position peaked at $211K in Q1 2019.
  • 350 funds tracked by Wall St. Rank held MDU Resources as of Q2 2019.

Based on M Holdings Securities's 13F filing for Q2 2019, filed 16 Aug 2019.