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WBI Investments’s MDU Resources MDU Stock Holding History

WBI Investments’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
-129,872
Closed -$1.3M – 216
2020
Q4 		$1.3M Buy
+129,872
New +$1.21M 0.2% 88
2018
Q3 		– Sell
-199,427
Closed -$2.17M – 304
2018
Q2 		$2.17M Buy
+199,427
New +$2.13M 0.12% 121
2018
Q1 		– Sell
-35,133
Closed -$359K – 272
2017
Q4 		$359K Buy
35,133
+568
+2% +$5.82K 0.02% 257
2017
Q3 		$341K Sell
34,565
-202
-0.6% -$2.02K 0.02% 264
2017
Q2 		$346K Sell
34,767
-797
-2% -$8.15K 0.02% 258
2017
Q1 		$370K Sell
35,564
-1,258,211
-97% -$13.1M 0.02% 255
2016
Q4 		$14.2M Buy
1,293,775
+198,265
+18% +$2.05M 0.61% 38
2016
Q3 		$10.6M Buy
+1,095,510
New +$10M 0.41% 57

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

WBI Investments's MDU Position: Q1 2021 in Review

WBI Investments sold out of MDU Resources (MDU) in Q1 2021, closing a stake of 129,872 shares — an estimated $1.3M sold.

WBI Investments first reported a position in MDU in Q3 2016 and held it in 8 quarters. The position peaked at $14.2M in Q4 2016. 398 funds tracked by Wall St. Rank hold MDU as of Q1 2021.

  • WBI Investments reported no remaining MDU Resources position as of Q1 2021 after selling out during the quarter.
  • WBI Investments sold 129,872 MDU Resources shares in Q1 2021, an estimated $1.3M.
  • WBI Investments first reported a position in MDU Resources in Q3 2016 and held it in 8 quarters.
  • WBI Investments's MDU Resources position peaked at $14.2M in Q4 2016.
  • 398 funds tracked by Wall St. Rank held MDU Resources as of Q1 2021.

Based on WBI Investments's 13F filing for Q1 2021, filed 12 May 2021.