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Oakbrook Investments’s MDU Resources MDU Stock Holding History

Oakbrook Investments’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
2020
Q1 		– Sell
-29,257
Closed -$331K – 343
2019
Q4 		$331K Buy
29,257
+788
+3% +$8.6K 0.07% 437
2019
Q3 		$305K Hold
28,469
– – 0.02% 484
2019
Q2 		$279K Buy
28,469
+526
+2% +$5.12K 0.02% 501
2019
Q1 		$274K Sell
27,943
-263
-0.9% -$2.55K 0.02% 516
2018
Q4 		$256K Sell
28,206
-4,007
-12% -$39.1K 0.02% 501
2018
Q3 		$315K Buy
32,213
+8,415
+35% +$90K 0.02% 539
2018
Q2 		$260K Buy
23,798
+263
+1% +$2.81K 0.02% 488
2018
Q1 		$252K Buy
23,535
+1,841
+8% +$18.7K 0.02% 504
2017
Q4 		$222K Sell
21,694
-526
-2% -$5.39K 0.01% 520
2017
Q3 		$219K Buy
22,220
+526
+2% +$5.25K 0.01% 530
2017
Q2 		$216K Sell
21,694
-815
-4% -$8.34K 0.01% 491
2017
Q1 		$234K Sell
22,509
-3,945
-15% -$41.2K 0.02% 478
2016
Q4 		$289K Buy
26,454
+526
+2% +$5.44K 0.02% 472
2016
Q3 		$251K Sell
25,928
-1,841
-7% -$16.8K 0.02% 492
2016
Q2 		$253K Buy
+27,769
New +$226K 0.01% 493
2016
Q1 		– Sell
-27,243
Closed -$190K – 553
2015
Q4 		$190K Buy
27,243
+526
+2% +$3.64K 0.01% 526
2015
Q3 		$175K Buy
26,717
+263
+1% +$1.79K 0.01% 517
2015
Q2 		$196K Buy
26,454
+1,052
+4% +$8.45K 0.01% 525
2015
Q1 		$206K Buy
25,402
+1,052
+4% +$8.93K 0.01% 530
2014
Q4 		$218K Hold
24,350
– – 0.01% 527
2014
Q3 		$257K Sell
24,350
-4,955
-17% -$59K 0.01% 465
2014
Q2 		$391K Sell
29,305
-789
-3% -$10.3K 0.01% 429
2014
Q1 		$393K Sell
30,094
-2,004
-6% -$24.9K 0.01% 440
2013
Q4 		$373K Sell
32,098
-2,893
-8% -$32.6K 0.01% 452
2013
Q3 		$372K Sell
34,991
-7,100
-17% -$74.8K 0.01% 456
2013
Q2 		$415K Buy
+42,091
New +$405K 0.01% 470

Other funds holding MDU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Oakbrook Investments's MDU Position: Q1 2020 in Review

Oakbrook Investments sold out of MDU Resources (MDU) in Q1 2020, closing a stake of 29,257 shares — an estimated $331K sold.

Oakbrook Investments first reported a position in MDU in Q2 2013 and held it in 26 quarters. The position peaked at $415K in Q2 2013. 353 funds tracked by Wall St. Rank hold MDU as of Q1 2020.

  • Oakbrook Investments reported no remaining MDU Resources position as of Q1 2020 after selling out during the quarter.
  • Oakbrook Investments sold 29,257 MDU Resources shares in Q1 2020, an estimated $331K.
  • Oakbrook Investments first reported a position in MDU Resources in Q2 2013 and held it in 26 quarters.
  • Oakbrook Investments's MDU Resources position peaked at $415K in Q2 2013.
  • 353 funds tracked by Wall St. Rank held MDU Resources as of Q1 2020.

Based on Oakbrook Investments's 13F filing for Q1 2020, filed 22 Apr 2020.