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Winfield Associates’s MDU Resources MDU Stock Holding History

Winfield Associates’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
-579
Closed -$6K – 423
2017
Q4 		$6K Hold
579
– – ﹤0.01% 493
2017
Q3 		$6K Hold
579
– – ﹤0.01% 474
2017
Q2 		$6K Hold
579
– – ﹤0.01% 484
2017
Q1 		$6K Hold
579
– – ﹤0.01% 449
2016
Q4 		$6K Hold
579
– – ﹤0.01% 408
2016
Q3 		$6K Hold
579
– – ﹤0.01% 388
2016
Q2 		$5K Hold
579
– – ﹤0.01% 401
2016
Q1 		$4K Buy
+579
New +$3.9K ﹤0.01% 407

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
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Winfield Associates's MDU Position: Q1 2018 in Review

Winfield Associates sold out of MDU Resources (MDU) in Q1 2018, closing a stake of 579 shares — an estimated $6K sold.

Winfield Associates first reported a position in MDU in Q1 2016 and held it in 8 quarters. The position peaked at $6K in Q4 2017. 331 funds tracked by Wall St. Rank hold MDU as of Q1 2018.

  • Winfield Associates reported no remaining MDU Resources position as of Q1 2018 after selling out during the quarter.
  • Winfield Associates sold 579 MDU Resources shares in Q1 2018, an estimated $6K.
  • Winfield Associates first reported a position in MDU Resources in Q1 2016 and held it in 8 quarters.
  • Winfield Associates's MDU Resources position peaked at $6K in Q4 2017.
  • 331 funds tracked by Wall St. Rank held MDU Resources as of Q1 2018.

Based on Winfield Associates's 13F filing for Q1 2018, filed 10 May 2018.