Sigma Planning Corp’s MDU Resources MDU Stock Holding History

Sigma Planning Corp’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 Q4	–	Sell	-29,505	Closed	-$316K	–	1082
2019 Q3	$316K	Buy	+29,505	New	+$301K	0.02%	742

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

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

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Sigma Planning Corp's MDU Position: Q4 2019 in Review

Sigma Planning Corp sold out of MDU Resources (MDU) in Q4 2019, closing a stake of 29,505 shares — an estimated $316K sold.

Sigma Planning Corp first reported a position in MDU in Q3 2019 and held it in 1 quarter. The position peaked at $316K in Q3 2019. 381 funds tracked by Wall St. Rank hold MDU as of Q4 2019.

Sigma Planning Corp reported no remaining MDU Resources position as of Q4 2019 after selling out during the quarter.
Sigma Planning Corp sold 29,505 MDU Resources shares in Q4 2019, an estimated $316K.
Sigma Planning Corp first reported a position in MDU Resources in Q3 2019 and held it in 1 quarter.
Sigma Planning Corp's MDU Resources position peaked at $316K in Q3 2019.
381 funds tracked by Wall St. Rank held MDU Resources as of Q4 2019.

Based on Sigma Planning Corp's 13F filing for Q4 2019, filed 3 Feb 2020.