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Winthrop Partners - WNY’s MDU Resources MDU Stock Holding History

Winthrop Partners - WNY’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
Q3 		$28.5K Hold
2,661
– – 0.02% 209
2019
Q2 		$26.1K Hold
2,661
– – 0.02% 172
2019
Q1 		$26.3K Hold
2,661
– – 0.02% 170
2018
Q4 		$24.1K Hold
2,661
– – 0.02% 171
2018
Q3 		$26K Hold
2,661
– – 0.02% 203
2018
Q2 		$29K Hold
2,661
– – 0.02% 210
2018
Q1 		$28.1K Buy
+2,661
New +$27K 0.02% 252

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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Winthrop Partners - WNY's MDU Position: Q3 2019 in Review

Winthrop Partners - WNY held its MDU Resources (MDU) position steady in Q3 2019 at 2,661 shares worth $28.5K. The position accounts for 0.02% of the portfolio, ranked #209.

Winthrop Partners - WNY first reported a position in MDU in Q1 2018 and has held it in 7 quarters since. The position peaked at $29K in Q2 2018. 341 funds tracked by Wall St. Rank hold MDU as of Q3 2019.

  • Winthrop Partners - WNY held 2,661 shares of MDU Resources worth $28.5K as of Q3 2019.
  • Winthrop Partners - WNY left its MDU Resources share count unchanged in Q3 2019.
  • MDU Resources made up 0.02% of Winthrop Partners - WNY's portfolio in Q3 2019, its #209 holding.
  • Winthrop Partners - WNY first reported a position in MDU Resources in Q1 2018 and has held it in 7 quarters since.
  • Winthrop Partners - WNY's MDU Resources position peaked at $29K in Q2 2018.
  • 341 funds tracked by Wall St. Rank held MDU Resources as of Q3 2019.

Based on Winthrop Partners - WNY's 13F filing for Q3 2019, filed 28 Oct 2019.