AWM
MDC

AE Wealth Management’s M.D.C. Holdings, Inc. MDC Stock Holding History

AE Wealth Management’s Portfolio MDC Stock Details MDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-14,576
Closed -$442K – 1078
2019
Q2 		$442K Buy
14,576
+6,123
+72% +$180K 0.01% 620
2019
Q1 		$227K Buy
+8,453
New +$224K 0.02% 567

Other funds holding MDC

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

AE Wealth Management's MDC Position: Q3 2019 in Review

AE Wealth Management sold out of M.D.C. Holdings, Inc. (MDC) in Q3 2019, closing a stake of 14,576 shares — an estimated $442K sold.

AE Wealth Management first reported a position in MDC in Q1 2019 and held it in 2 quarters. The position peaked at $442K in Q2 2019. 250 funds tracked by Wall St. Rank hold MDC as of Q3 2019.

  • AE Wealth Management reported no remaining M.D.C. Holdings, Inc. position as of Q3 2019 after selling out during the quarter.
  • AE Wealth Management sold 14,576 M.D.C. Holdings, Inc. shares in Q3 2019, an estimated $442K.
  • AE Wealth Management first reported a position in M.D.C. Holdings, Inc. in Q1 2019 and held it in 2 quarters.
  • AE Wealth Management's M.D.C. Holdings, Inc. position peaked at $442K in Q2 2019.
  • 250 funds tracked by Wall St. Rank held M.D.C. Holdings, Inc. as of Q3 2019.

Based on AE Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.