Regal Wealth Group’s MDU Resources MDU Stock Holding History

Regal Wealth Group’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 Q2	–	Sell	-1,378	Closed	-$17K	–	171
2021 Q1	$17K	Buy	+1,378	New	+$15K	0.01%	152

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Regal Wealth Group's MDU Position: Q2 2021 in Review

Regal Wealth Group sold out of MDU Resources (MDU) in Q2 2021, closing a stake of 1,378 shares — an estimated $17K sold.

Regal Wealth Group first reported a position in MDU in Q1 2021 and held it in 1 quarter. The position peaked at $17K in Q1 2021. 393 funds tracked by Wall St. Rank hold MDU as of Q2 2021.

Regal Wealth Group reported no remaining MDU Resources position as of Q2 2021 after selling out during the quarter.
Regal Wealth Group sold 1,378 MDU Resources shares in Q2 2021, an estimated $17K.
Regal Wealth Group first reported a position in MDU Resources in Q1 2021 and held it in 1 quarter.
Regal Wealth Group's MDU Resources position peaked at $17K in Q1 2021.
393 funds tracked by Wall St. Rank held MDU Resources as of Q2 2021.

Based on Regal Wealth Group's 13F filing for Q2 2021, filed 2 Aug 2021.