TPWA
MDU icon

TRUE Private Wealth Advisors’s MDU Resources MDU Stock Holding History

TRUE Private Wealth Advisors’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
2021
Q1 		– Sell
-50
Closed – – 512
2020
Q4 		$0 Hold
50
– – ﹤0.01% 752
2020
Q3 		$0 Hold
50
– – ﹤0.01% 722
2020
Q2 		$0 Hold
50
– – ﹤0.01% 720
2020
Q1 		$0 Hold
50
– – ﹤0.01% 762
2019
Q4 		$0 Buy
+50
New +$546 ﹤0.01% 810
2019
Q3 		– Sell
-50
Closed – – 526
2019
Q2 		$0 Buy
+50
New +$487 ﹤0.01% 799
2018
Q4 		– Sell
-50
Closed -$488 – 651
2018
Q3 		$488 Buy
+50
New +$535 ﹤0.01% 1087

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

TRUE Private Wealth Advisors's MDU Position: Q1 2021 in Review

TRUE Private Wealth Advisors sold out of MDU Resources (MDU) in Q1 2021, closing a stake of 50 shares.

TRUE Private Wealth Advisors first reported a position in MDU in Q3 2018 and held it in 7 quarters. The position peaked at $488 in Q3 2018. 398 funds tracked by Wall St. Rank hold MDU as of Q1 2021.

  • TRUE Private Wealth Advisors reported no remaining MDU Resources position as of Q1 2021 after selling out during the quarter.
  • TRUE Private Wealth Advisors sold 50 MDU Resources shares in Q1 2021.
  • TRUE Private Wealth Advisors first reported a position in MDU Resources in Q3 2018 and held it in 7 quarters.
  • TRUE Private Wealth Advisors's MDU Resources position peaked at $488 in Q3 2018.
  • 398 funds tracked by Wall St. Rank held MDU Resources as of Q1 2021.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.