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Measured Wealth Private Client Group’s MDU Resources MDU Stock Holding History

Measured Wealth Private Client 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
2018
Q4 		– Sell
-5,365
Closed -$52K – 451
2018
Q3 		$52K Buy
+5,365
New +$57.4K 0.03% 345

Other funds holding MDU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Measured Wealth Private Client Group's MDU Position: Q4 2018 in Review

Measured Wealth Private Client Group sold out of MDU Resources (MDU) in Q4 2018, closing a stake of 5,365 shares — an estimated $52K sold.

Measured Wealth Private Client Group first reported a position in MDU in Q3 2018 and held it in 1 quarter. The position peaked at $52K in Q3 2018. 356 funds tracked by Wall St. Rank hold MDU as of Q4 2018.

  • Measured Wealth Private Client Group reported no remaining MDU Resources position as of Q4 2018 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 5,365 MDU Resources shares in Q4 2018, an estimated $52K.
  • Measured Wealth Private Client Group first reported a position in MDU Resources in Q3 2018 and held it in 1 quarter.
  • Measured Wealth Private Client Group's MDU Resources position peaked at $52K in Q3 2018.
  • 356 funds tracked by Wall St. Rank held MDU Resources as of Q4 2018.

Based on Measured Wealth Private Client Group's 13F filing for Q4 2018, filed 7 Feb 2019.