Sharkey, Howes & Javer’s MDU Resources MDU Stock Holding History

Sharkey, Howes & Javer’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	-3,253	Closed	-$32K	–	123
2019 Q2	$32K	Hold	3,253	–	–	0.01%	123
2019 Q1	$32K	Hold	3,253	–	–	0.01%	125
2018 Q4	$29K	Hold	3,253	–	–	0.02%	122
2018 Q3	$32K	Hold	3,253	–	–	0.02%	127
2018 Q2	$35K	Hold	3,253	–	–	0.02%	115
2018 Q1	$34K	Hold	3,253	–	–	0.02%	105
2017 Q4	$33K	Hold	3,253	–	–	0.02%	103
2017 Q3	$33K	Hold	3,253	–	–	0.02%	103
2017 Q2	$32K	Hold	3,253	–	–	0.02%	100
2017 Q1	$34K	Hold	3,253	–	–	0.02%	113
2016 Q4	$36K	Hold	3,253	–	–	0.02%	114
2016 Q3	$31K	Hold	3,253	–	–	0.02%	117
2016 Q2	$30K	Hold	3,253	–	–	0.02%	120
2016 Q1	$24K	Hold	3,253	–	–	0.02%	134
2015 Q4	$23K	Hold	3,253	–	–	0.02%	152
2015 Q3	$20K	Hold	3,253	–	–	0.02%	151
2015 Q2	$24K	Hold	3,253	–	–	0.02%	129
2015 Q1	$26K	Buy	+3,253	New	+$27.6K	0.02%	141

Other funds holding MDU

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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 $141B 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