OIA
MDU icon

OneDigital Investment Advisors’s MDU Resources MDU Stock Holding History

OneDigital Investment Advisors’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
Q3 		– Sell
-2,104
Closed -$21K – 919
2019
Q2 		$21K Hold
2,104
– – ﹤0.01% 798
2019
Q1 		$21K Hold
2,104
– – ﹤0.01% 716
2018
Q4 		$19K Buy
+2,104
New +$20.5K ﹤0.01% 706

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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

OneDigital Investment Advisors's MDU Position: Q3 2019 in Review

OneDigital Investment Advisors sold out of MDU Resources (MDU) in Q3 2019, closing a stake of 2,104 shares — an estimated $21K sold.

OneDigital Investment Advisors first reported a position in MDU in Q4 2018 and held it in 3 quarters. The position peaked at $21K in Q2 2019. 342 funds tracked by Wall St. Rank hold MDU as of Q3 2019.

  • OneDigital Investment Advisors reported no remaining MDU Resources position as of Q3 2019 after selling out during the quarter.
  • OneDigital Investment Advisors sold 2,104 MDU Resources shares in Q3 2019, an estimated $21K.
  • OneDigital Investment Advisors first reported a position in MDU Resources in Q4 2018 and held it in 3 quarters.
  • OneDigital Investment Advisors's MDU Resources position peaked at $21K in Q2 2019.
  • 342 funds tracked by Wall St. Rank held MDU Resources as of Q3 2019.

Based on OneDigital Investment Advisors's 13F filing for Q3 2019, filed 8 Nov 2019.