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Wealthcare Advisory Partners’s MDU Resources MDU Stock Holding History

Wealthcare Advisory Partners’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
Q2 		– Sell
-1,223
Closed -$15K – 1314
2021
Q1 		$15K Buy
+1,223
New +$13.3K ﹤0.01% 1321
2018
Q2 		– Sell
-63
Closed – – 1283
2018
Q1 		$0 Sell
63
-1,894
-97% -$19.2K ﹤0.01% 1184
2017
Q4 		$20K Buy
1,957
+1,897
+3,162% +$19.4K 0.01% 540
2017
Q3 		$1K Buy
+60
New +$599 ﹤0.01% 830

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

Wealthcare Advisory Partners's MDU Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of MDU Resources (MDU) in Q2 2021, closing a stake of 1,223 shares — an estimated $15K sold.

Wealthcare Advisory Partners first reported a position in MDU in Q3 2017 and held it in 4 quarters. The position peaked at $20K in Q4 2017. 393 funds tracked by Wall St. Rank hold MDU as of Q2 2021.

  • Wealthcare Advisory Partners reported no remaining MDU Resources position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 1,223 MDU Resources shares in Q2 2021, an estimated $15K.
  • Wealthcare Advisory Partners first reported a position in MDU Resources in Q3 2017 and held it in 4 quarters.
  • Wealthcare Advisory Partners's MDU Resources position peaked at $20K in Q4 2017.
  • 393 funds tracked by Wall St. Rank held MDU Resources as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.