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Rational Advisors’s MDU Resources MDU Stock Holding History

Rational 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
2017
Q2 		– Sell
-134,124
Closed -$1.4M – 328
2017
Q1 		$1.4M Buy
+134,124
New +$1.4M 0.92% 34
2016
Q4 		– Sell
-167,261
Closed -$1.62M – 267
2016
Q3 		$1.62M Buy
167,261
+158,056
+1,717% +$1.44M 1.07% 22
2016
Q2 		$84K Buy
+9,205
New +$75K 0.06% 184

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
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Rational Advisors's MDU Position: Q2 2017 in Review

Rational Advisors sold out of MDU Resources (MDU) in Q2 2017, closing a stake of 134,124 shares — an estimated $1.4M sold.

Rational Advisors first reported a position in MDU in Q2 2016 and held it in 3 quarters. The position peaked at $1.62M in Q3 2016. 317 funds tracked by Wall St. Rank hold MDU as of Q2 2017.

  • Rational Advisors reported no remaining MDU Resources position as of Q2 2017 after selling out during the quarter.
  • Rational Advisors sold 134,124 MDU Resources shares in Q2 2017, an estimated $1.4M.
  • Rational Advisors first reported a position in MDU Resources in Q2 2016 and held it in 3 quarters.
  • Rational Advisors's MDU Resources position peaked at $1.62M in Q3 2016.
  • 317 funds tracked by Wall St. Rank held MDU Resources as of Q2 2017.

Based on Rational Advisors's 13F filing for Q2 2017, filed 2 Aug 2017.