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Wealthspire Advisors (Maryland)’s MDU Resources MDU Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-189
Closed -$2K – 1366
2019
Q1 		$2K Sell
189
-35
-16% -$340 ﹤0.01% 2172
2018
Q4 		$2K Sell
224
-23
-9% -$224 ﹤0.01% 2098
2018
Q3 		$2K Hold
247
– – ﹤0.01% 2168
2018
Q2 		$3K Hold
247
– – ﹤0.01% 2025
2018
Q1 		$3K Sell
247
-8
-3% -$81 ﹤0.01% 2039
2017
Q4 		$3K Buy
255
+87
+52% +$891 ﹤0.01% 2001
2017
Q3 		$2K Buy
168
+10
+6% +$100 ﹤0.01% 1994
2017
Q2 		$2K Hold
158
– – ﹤0.01% 1992
2017
Q1 		$2K Buy
158
+103
+187% +$1.08K ﹤0.01% 1700
2016
Q4 		$1K Buy
+55
New +$569 ﹤0.01% 1657

Other funds holding MDU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Wealthspire Advisors (Maryland)'s MDU Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of MDU Resources (MDU) in Q2 2019, closing a stake of 189 shares — an estimated $2K sold.

Wealthspire Advisors (Maryland) first reported a position in MDU in Q4 2016 and held it in 10 quarters. The position peaked at $3K in Q2 2018. 350 funds tracked by Wall St. Rank hold MDU as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining MDU Resources position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 189 MDU Resources shares in Q2 2019, an estimated $2K.
  • Wealthspire Advisors (Maryland) first reported a position in MDU Resources in Q4 2016 and held it in 10 quarters.
  • Wealthspire Advisors (Maryland)'s MDU Resources position peaked at $3K in Q2 2018.
  • 350 funds tracked by Wall St. Rank held MDU Resources as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.