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Stratos Wealth Partners’s MDU Resources MDU Stock Holding History

Stratos Wealth Partners’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
2018
Q4 		– Sell
-3,169
Closed -$31K – 1807
2018
Q3 		$31K Buy
+3,169
New +$33.9K ﹤0.01% 1668
2018
Q2 		– Sell
-3,140
Closed -$34K – 1920
2018
Q1 		$34K Buy
3,140
+16
+0.5% +$162 ﹤0.01% 1783
2017
Q4 		$32K Buy
+3,124
New +$32K ﹤0.01% 1729

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
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Stratos Wealth Partners's MDU Position: Q4 2018 in Review

Stratos Wealth Partners sold out of MDU Resources (MDU) in Q4 2018, closing a stake of 3,169 shares — an estimated $31K sold.

Stratos Wealth Partners first reported a position in MDU in Q4 2017 and held it in 3 quarters. The position peaked at $34K in Q1 2018. 356 funds tracked by Wall St. Rank hold MDU as of Q4 2018.

  • Stratos Wealth Partners reported no remaining MDU Resources position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 3,169 MDU Resources shares in Q4 2018, an estimated $31K.
  • Stratos Wealth Partners first reported a position in MDU Resources in Q4 2017 and held it in 3 quarters.
  • Stratos Wealth Partners's MDU Resources position peaked at $34K in Q1 2018.
  • 356 funds tracked by Wall St. Rank held MDU Resources as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.