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TD Ameritrade Investment Management’s MDU Resources MDU Stock Holding History

TD Ameritrade Investment Management’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
2022
Q2 		– Sell
-6,780
Closed -$69K – 626
2022
Q1 		$69K Sell
6,780
-215
-3% -$2.28K ﹤0.01% 323
2021
Q4 		$82K Buy
6,995
+5,948
+568% +$67.1K ﹤0.01% 309
2021
Q3 		$9K Buy
1,047
+148
+16% +$1.77K ﹤0.01% 451
2021
Q2 		$11K Sell
899
-148
-14% -$1.85K ﹤0.01% 455
2021
Q1 		$10K Hold
1,047
– – ﹤0.01% 456
2020
Q4 		$10K Hold
1,047
– – ﹤0.01% 456
2020
Q3 		$9K Hold
1,047
– – ﹤0.01% 451
2020
Q2 		$9K Sell
1,047
-79
-7% -$656 ﹤0.01% 441
2020
Q1 		$9K Buy
+1,126
New +$11.9K ﹤0.01% 423
2019
Q3 		– Sell
-1,149
Closed -$11K – 681
2019
Q2 		$11K Sell
1,149
-6,451
-85% -$62.8K ﹤0.01% 379
2019
Q1 		$75K Buy
7,600
+7,011
+1,190% +$68.1K ﹤0.01% 210
2018
Q4 		$5K Buy
589
+26
+5% +$254 ﹤0.01% 449
2018
Q3 		$5K Buy
563
+250
+80% +$2.67K ﹤0.01% 402
2018
Q2 		$3K Buy
+313
New +$3.34K ﹤0.01% 307

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
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 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

TD Ameritrade Investment Management's MDU Position: Q2 2022 in Review

TD Ameritrade Investment Management sold out of MDU Resources (MDU) in Q2 2022, closing a stake of 6,780 shares — an estimated $69K sold.

TD Ameritrade Investment Management first reported a position in MDU in Q2 2018 and held it in 14 quarters. The position peaked at $82K in Q4 2021. 391 funds tracked by Wall St. Rank hold MDU as of Q2 2022.

  • TD Ameritrade Investment Management reported no remaining MDU Resources position as of Q2 2022 after selling out during the quarter.
  • TD Ameritrade Investment Management sold 6,780 MDU Resources shares in Q2 2022, an estimated $69K.
  • TD Ameritrade Investment Management first reported a position in MDU Resources in Q2 2018 and held it in 14 quarters.
  • TD Ameritrade Investment Management's MDU Resources position peaked at $82K in Q4 2021.
  • 391 funds tracked by Wall St. Rank held MDU Resources as of Q2 2022.

Based on TD Ameritrade Investment Management's 13F filing for Q2 2022, filed 9 Aug 2022.