Waverly Advisors’s MDU Resources MDU Stock Holding History

Waverly 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
2018 Q1	–	Sell	-676	Closed	-$7K	–	294
2017 Q4	$7K	Buy	+676	New	+$6.92K	﹤0.01%	349

Other funds holding MDU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Waverly Advisors's MDU Position: Q1 2018 in Review

Waverly Advisors sold out of MDU Resources (MDU) in Q1 2018, closing a stake of 676 shares — an estimated $7K sold.

Waverly Advisors first reported a position in MDU in Q4 2017 and held it in 1 quarter. The position peaked at $7K in Q4 2017. 331 funds tracked by Wall St. Rank hold MDU as of Q1 2018.

Waverly Advisors reported no remaining MDU Resources position as of Q1 2018 after selling out during the quarter.
Waverly Advisors sold 676 MDU Resources shares in Q1 2018, an estimated $7K.
Waverly Advisors first reported a position in MDU Resources in Q4 2017 and held it in 1 quarter.
Waverly Advisors's MDU Resources position peaked at $7K in Q4 2017.
331 funds tracked by Wall St. Rank held MDU Resources as of Q1 2018.

Based on Waverly Advisors's 13F filing for Q1 2018, filed 4 May 2018.