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 $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Sharkey, Howes & Javer's MDU Position: Q3 2019 in Review

Sharkey, Howes & Javer sold out of MDU Resources (MDU) in Q3 2019, closing a stake of 3,253 shares — an estimated $32K sold.

Sharkey, Howes & Javer first reported a position in MDU in Q1 2015 and held it in 18 quarters. The position peaked at $36K in Q4 2016. 342 funds tracked by Wall St. Rank hold MDU as of Q3 2019.

Sharkey, Howes & Javer reported no remaining MDU Resources position as of Q3 2019 after selling out during the quarter.
Sharkey, Howes & Javer sold 3,253 MDU Resources shares in Q3 2019, an estimated $32K.
Sharkey, Howes & Javer first reported a position in MDU Resources in Q1 2015 and held it in 18 quarters.
Sharkey, Howes & Javer's MDU Resources position peaked at $36K in Q4 2016.
342 funds tracked by Wall St. Rank held MDU Resources as of Q3 2019.

Based on Sharkey, Howes & Javer's 13F filing for Q3 2019, filed 1 Nov 2019.