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Mosaic Family Wealth’s MDU Resources MDU Stock Holding History

Mosaic Family Wealth’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
Q1 		– Sell
-10,454
Closed -$95K – 706
2018
Q4 		$95K Buy
10,454
+166
+2% +$1.62K 0.04% 231
2018
Q3 		$103K Buy
10,288
+7,724
+301% +$82.6K 0.04% 222
2018
Q2 		$28K Buy
2,564
+1,031
+67% +$11K 0.01% 405
2018
Q1 		$16K Buy
+1,533
New +$15.6K 0.01% 462
2017
Q4 		– Sell
-18,585
Closed -$183K – 825
2017
Q3 		$183K Buy
18,585
+249
+1% +$2.48K 0.07% 201
2017
Q2 		$183K Buy
18,336
+984
+6% +$10.1K 0.08% 185
2017
Q1 		$181K Sell
17,352
-1,191
-6% -$12.4K 0.08% 185
2016
Q4 		$203K Hold
18,543
– – 0.09% 161
2016
Q3 		$179K Buy
18,543
+1,057
+6% +$9.65K 0.08% 175
2016
Q2 		$160K Buy
17,486
+3,098
+22% +$25.2K 0.08% 179
2016
Q1 		$106K Buy
14,388
+5,975
+71% +$40.3K 0.05% 220
2015
Q4 		$58K Buy
+8,413
New +$58.3K 0.03% 298

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
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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Mosaic Family Wealth's MDU Position: Q1 2019 in Review

Mosaic Family Wealth sold out of MDU Resources (MDU) in Q1 2019, closing a stake of 10,454 shares — an estimated $95K sold.

Mosaic Family Wealth first reported a position in MDU in Q4 2015 and held it in 12 quarters. The position peaked at $203K in Q4 2016. 359 funds tracked by Wall St. Rank hold MDU as of Q1 2019.

  • Mosaic Family Wealth reported no remaining MDU Resources position as of Q1 2019 after selling out during the quarter.
  • Mosaic Family Wealth sold 10,454 MDU Resources shares in Q1 2019, an estimated $95K.
  • Mosaic Family Wealth first reported a position in MDU Resources in Q4 2015 and held it in 12 quarters.
  • Mosaic Family Wealth's MDU Resources position peaked at $203K in Q4 2016.
  • 359 funds tracked by Wall St. Rank held MDU Resources as of Q1 2019.

Based on Mosaic Family Wealth's 13F filing for Q1 2019, filed 14 May 2019.