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Northwest Wealth Management’s MDU Resources MDU Stock Holding History

Northwest 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
2019
Q2 		– Sell
-3,553
Closed -$35K – 335
2019
Q1 		$35K Hold
3,553
– – 0.03% 250
2018
Q4 		$32K Hold
3,553
– – 0.03% 236
2018
Q3 		$35K Hold
3,553
– – 0.03% 246
2018
Q2 		$39K Hold
3,553
– – 0.03% 237
2018
Q1 		$38K Buy
+3,553
New +$36.1K 0.03% 244

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

Northwest Wealth Management's MDU Position: Q2 2019 in Review

Northwest Wealth Management sold out of MDU Resources (MDU) in Q2 2019, closing a stake of 3,553 shares — an estimated $35K sold.

Northwest Wealth Management first reported a position in MDU in Q1 2018 and held it in 5 quarters. The position peaked at $39K in Q2 2018. 350 funds tracked by Wall St. Rank hold MDU as of Q2 2019.

  • Northwest Wealth Management reported no remaining MDU Resources position as of Q2 2019 after selling out during the quarter.
  • Northwest Wealth Management sold 3,553 MDU Resources shares in Q2 2019, an estimated $35K.
  • Northwest Wealth Management first reported a position in MDU Resources in Q1 2018 and held it in 5 quarters.
  • Northwest Wealth Management's MDU Resources position peaked at $39K in Q2 2018.
  • 350 funds tracked by Wall St. Rank held MDU Resources as of Q2 2019.

Based on Northwest Wealth Management's 13F filing for Q2 2019, filed 23 Jul 2019.