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Stephens Inc’s MDU Resources MDU Stock Holding History

Stephens Inc’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
-26,951
Closed -$264K – 1182
2019
Q2 		$264K Buy
26,951
+1,141
+4% +$11.1K 0.01% 971
2019
Q1 		$254K Buy
+25,810
New +$251K 0.01% 974
2018
Q3 		– Sell
-19,298
Closed -$210K – 1171
2018
Q2 		$210K Sell
19,298
-4,487
-19% -$47.9K 0.01% 804
2018
Q1 		$255K Sell
23,785
-423
-2% -$4.29K 0.01% 607
2017
Q4 		$247K Sell
24,208
-24,405
-50% -$250K 0.01% 605
2017
Q3 		$480K Buy
48,613
+13,099
+37% +$131K 0.02% 492
2017
Q2 		$354K Buy
+35,514
New +$363K 0.01% 648
2015
Q3 		– Sell
-87,346
Closed -$649K – 782
2015
Q2 		$649K Buy
+87,346
New +$702K 0.03% 442
2014
Q3 		– Sell
-27,572
Closed -$368K – 843
2014
Q2 		$368K Sell
27,572
-665
-2% -$8.69K 0.02% 576
2014
Q1 		$368K Buy
28,237
+381
+1% +$4.73K 0.02% 541
2013
Q4 		$324K Buy
+27,856
New +$314K 0.02% 623

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
State Street
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 $618B 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

Stephens Inc's MDU Position: Q3 2019 in Review

Stephens Inc sold out of MDU Resources (MDU) in Q3 2019, closing a stake of 26,951 shares — an estimated $264K sold.

Stephens Inc first reported a position in MDU in Q4 2013 and held it in 11 quarters. The position peaked at $649K in Q2 2015. 341 funds tracked by Wall St. Rank hold MDU as of Q3 2019.

  • Stephens Inc reported no remaining MDU Resources position as of Q3 2019 after selling out during the quarter.
  • Stephens Inc sold 26,951 MDU Resources shares in Q3 2019, an estimated $264K.
  • Stephens Inc first reported a position in MDU Resources in Q4 2013 and held it in 11 quarters.
  • Stephens Inc's MDU Resources position peaked at $649K in Q2 2015.
  • 341 funds tracked by Wall St. Rank held MDU Resources as of Q3 2019.

Based on Stephens Inc's 13F filing for Q3 2019, filed 18 Oct 2019.