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Personal Wealth Partners’s MDU Resources MDU Stock Holding History

Personal Wealth Partners’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
2021
Q3 		– Sell
-2,924
Closed -$35K – 265
2021
Q2 		$35K Buy
+2,924
New +$36.7K 0.01% 171
2020
Q1 		– Sell
-29
Closed – – 377
2019
Q4 		$0 Hold
29
– – ﹤0.01% 615
2019
Q3 		$0 Sell
29
-2,806
-99% -$28.6K ﹤0.01% 625
2019
Q2 		$28K Buy
+2,835
New +$27.6K 0.01% 162

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Personal Wealth Partners's MDU Position: Q3 2021 in Review

Personal Wealth Partners sold out of MDU Resources (MDU) in Q3 2021, closing a stake of 2,924 shares — an estimated $35K sold.

Personal Wealth Partners first reported a position in MDU in Q2 2019 and held it in 4 quarters. The position peaked at $35K in Q2 2021. 391 funds tracked by Wall St. Rank hold MDU as of Q3 2021.

  • Personal Wealth Partners reported no remaining MDU Resources position as of Q3 2021 after selling out during the quarter.
  • Personal Wealth Partners sold 2,924 MDU Resources shares in Q3 2021, an estimated $35K.
  • Personal Wealth Partners first reported a position in MDU Resources in Q2 2019 and held it in 4 quarters.
  • Personal Wealth Partners's MDU Resources position peaked at $35K in Q2 2021.
  • 391 funds tracked by Wall St. Rank held MDU Resources as of Q3 2021.

Based on Personal Wealth Partners's 13F filing for Q3 2021, filed 20 Oct 2021.