Proficio Capital Partners’s MDU Resources MDU Stock Holding History

Proficio Capital 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
2019 Q3	–	Sell	-176	Closed	-$2K	–	953
2019 Q2	$2K	Buy	176 +110	+167%	+$1.07K	﹤0.01%	1554
2019 Q1	$1K	Hold	66	–	–	﹤0.01%	1546
2018 Q4	$1K	Sell	66 -1,317	-95%	-$12.9K	﹤0.01%	1120
2018 Q3	$14K	Hold	1,383	–	–	﹤0.01%	709
2018 Q2	$15K	Buy	1,383 +1,109	+405%	+$11.8K	0.01%	689
2018 Q1	$3K	Sell	274 -1,036	-79%	-$10.5K	﹤0.01%	1086
2017 Q4	$13K	Buy	1,310 +1,036	+378%	+$10.6K	﹤0.01%	729
2017 Q3	$3K	Hold	274	–	–	﹤0.01%	1032
2017 Q2	$3K	Sell	274 -615	-69%	-$6.29K	﹤0.01%	1046
2017 Q1	$9K	Buy	889 +615	+224%	+$6.43K	﹤0.01%	843
2016 Q4	$3K	Buy	274 +208	+315%	+$2.15K	﹤0.01%	848
2016 Q3	$1K	Hold	66	–	–	﹤0.01%	986
2016 Q2	$1K	Hold	66	–	–	﹤0.01%	918
2016 Q1	$0	Buy	+66	New	+$445	﹤0.01%	1121

Other funds holding MDU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Proficio Capital Partners's MDU Position: Q3 2019 in Review

Proficio Capital Partners sold out of MDU Resources (MDU) in Q3 2019, closing a stake of 176 shares — an estimated $2K sold.

Proficio Capital Partners first reported a position in MDU in Q1 2016 and held it in 14 quarters. The position peaked at $15K in Q2 2018. 341 funds tracked by Wall St. Rank hold MDU as of Q3 2019.

Proficio Capital Partners reported no remaining MDU Resources position as of Q3 2019 after selling out during the quarter.
Proficio Capital Partners sold 176 MDU Resources shares in Q3 2019, an estimated $2K.
Proficio Capital Partners first reported a position in MDU Resources in Q1 2016 and held it in 14 quarters.
Proficio Capital Partners's MDU Resources position peaked at $15K in Q2 2018.
341 funds tracked by Wall St. Rank held MDU Resources as of Q3 2019.

Based on Proficio Capital Partners's 13F filing for Q3 2019, filed 13 Nov 2019.