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MinichMacGregor Wealth Management’s MDU Resources MDU Stock Holding History

MinichMacGregor Wealth Management’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
2017
Q1 		– Sell
-1,047
Closed -$11K – 485
2016
Q4 		$11K Buy
+1,047
New +$10.8K 0.01% 250

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
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

MinichMacGregor Wealth Management's MDU Position: Q1 2017 in Review

MinichMacGregor Wealth Management sold out of MDU Resources (MDU) in Q1 2017, closing a stake of 1,047 shares — an estimated $11K sold.

MinichMacGregor Wealth Management first reported a position in MDU in Q4 2016 and held it in 1 quarter. The position peaked at $11K in Q4 2016. 313 funds tracked by Wall St. Rank hold MDU as of Q1 2017.

  • MinichMacGregor Wealth Management reported no remaining MDU Resources position as of Q1 2017 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 1,047 MDU Resources shares in Q1 2017, an estimated $11K.
  • MinichMacGregor Wealth Management first reported a position in MDU Resources in Q4 2016 and held it in 1 quarter.
  • MinichMacGregor Wealth Management's MDU Resources position peaked at $11K in Q4 2016.
  • 313 funds tracked by Wall St. Rank held MDU Resources as of Q1 2017.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2017, filed 28 Jun 2018.