TCI Wealth Advisors’s MDU Resources MDU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-5,302
| Closed | -$61.4K | – | 1384 |
|
|
2023
Q1 | $61.4K | Hold |
5,302
| – | – | 0.01% | 382 |
|
|
2022
Q4 | $61.2K | Sell |
5,302
-2
| -0% | -$22 | 0.01% | 352 |
|
|
2022
Q3 | $55K | Buy |
5,304
+44
| +0.8% | +$486 | 0.01% | 344 |
|
|
2022
Q2 | $54K | Hold |
5,260
| – | – | 0.01% | 354 |
|
|
2022
Q1 | $53K | Hold |
5,260
| – | – | 0.01% | 395 |
|
|
2021
Q4 | $62K | Hold |
5,260
| – | – | 0.01% | 355 |
|
|
2021
Q3 | $59K | Hold |
5,260
| – | – | 0.01% | 377 |
|
|
2021
Q2 | $63K | Hold |
5,260
| – | – | 0.01% | 345 |
|
|
2021
Q1 | $63K | Hold |
5,260
| – | – | 0.03% | 311 |
|
|
2020
Q4 | $53K | Sell |
5,260
-392
| -7% | -$3.66K | 0.02% | 327 |
|
|
2020
Q3 | $48K | Sell |
5,652
-294
| -5% | -$2.52K | 0.02% | 314 |
|
|
2020
Q2 | $50K | Hold |
5,946
| – | – | 0.02% | 309 |
|
|
2020
Q1 | $49K | Hold |
5,946
| – | – | 0.02% | 313 |
|
|
2019
Q4 | $67K | Hold |
5,946
| – | – | 0.03% | 324 |
|
|
2019
Q3 | $64K | Buy |
5,946
+294
| +5% | +$3K | 0.03% | 284 |
|
|
2019
Q2 | $55K | Hold |
5,652
| – | – | 0.02% | 294 |
|
|
2019
Q1 | $56K | Hold |
5,652
| – | – | 0.02% | 317 |
|
|
2018
Q4 | $51K | Hold |
5,652
| – | – | 0.02% | 312 |
|
|
2018
Q3 | $55K | Hold |
5,652
| – | – | 0.02% | 323 |
|
|
2018
Q2 | $62K | Hold |
5,652
| – | – | 0.03% | 289 |
|
|
2018
Q1 | $61K | Hold |
5,652
| – | – | 0.03% | 295 |
|
|
2017
Q4 | $58K | Hold |
5,652
| – | – | 0.03% | 317 |
|
|
2017
Q3 | $56K | Hold |
5,652
| – | – | 0.03% | 297 |
|
|
2017
Q2 | $56K | Hold |
5,652
| – | – | 0.03% | 291 |
|
|
2017
Q1 | $59K | Hold |
5,652
| – | – | 0.03% | 282 |
|
|
2016
Q4 | $62K | Hold |
5,652
| – | – | 0.03% | 297 |
|
|
2016
Q3 | $55K | Hold |
5,652
| – | – | 0.03% | 293 |
|
|
2016
Q2 | $52K | Hold |
5,652
| – | – | 0.03% | 298 |
|
|
2016
Q1 | $42K | Buy |
5,652
+392
| +7% | +$2.64K | 0.02% | 322 |
|
|
2015
Q4 | $37K | Hold |
5,260
| – | – | 0.02% | 339 |
|
|
2015
Q3 | $34K | Hold |
5,260
| – | – | 0.02% | 324 |
|
|
2015
Q2 | $39K | Hold |
5,260
| – | – | 0.02% | 303 |
|
|
2015
Q1 | $43K | Hold |
5,260
| – | – | 0.03% | 252 |
|
|
2014
Q4 | $47K | Hold |
5,260
| – | – | 0.03% | 254 |
|
|
2014
Q3 | $56K | Hold |
5,260
| – | – | 0.04% | 229 |
|
|
2014
Q2 | $70K | Hold |
5,260
| – | – | 0.04% | 216 |
|
|
2014
Q1 | $69K | Hold |
5,260
| – | – | 0.05% | 199 |
|
|
2013
Q4 | $61K | Hold |
5,260
| – | – | 0.04% | 222 |
|
|
2013
Q3 | $56K | Hold |
5,260
| – | – | 0.04% | 202 |
|
|
2013
Q2 | $52K | Buy |
+5,260
| New | +$50.6K | 0.04% | 212 |
|
Other funds holding MDU
CM
5NCM
TCI Wealth Advisors's MDU Position: Q2 2023 in Review
TCI Wealth Advisors sold out of MDU Resources (MDU) in Q2 2023, closing a stake of 5,302 shares — an estimated $61.4K sold.
TCI Wealth Advisors first reported a position in MDU in Q2 2013 and held it in 40 quarters. The position peaked at $70K in Q2 2014. 379 funds tracked by Wall St. Rank hold MDU as of Q2 2023.
- TCI Wealth Advisors reported no remaining MDU Resources position as of Q2 2023 after selling out during the quarter.
- TCI Wealth Advisors sold 5,302 MDU Resources shares in Q2 2023, an estimated $61.4K.
- TCI Wealth Advisors first reported a position in MDU Resources in Q2 2013 and held it in 40 quarters.
- TCI Wealth Advisors's MDU Resources position peaked at $70K in Q2 2014.
- 379 funds tracked by Wall St. Rank held MDU Resources as of Q2 2023.
Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.