BRWA
MDC

B. Riley Wealth Advisors’s M.D.C. Holdings, Inc. MDC Stock Holding History

B. Riley Wealth Advisors’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
2021
Q4 		– Sell
-9,218
Closed -$432K – 1511
2021
Q3 		$432K Sell
9,218
-133
-1% -$6.74K 0.01% 851
2021
Q2 		$474K Buy
9,351
+1,937
+26% +$111K 0.02% 793
2021
Q1 		$441K Buy
7,414
+1,124
+18% +$58.9K 0.02% 795
2020
Q4 		$284K Buy
+6,290
New +$280K 0.02% 789
2015
Q1 		– Sell
-11
Closed – – 2088
2014
Q4 		$0 Buy
+11
New +$202 ﹤0.01% 3767
2014
Q3 		– Sell
-11
Closed -$233 – 1977
2014
Q2 		$233 Buy
+11
New +$226 ﹤0.01% 2418

Other funds holding MDC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
C
CVentures Denver, Colorado $490M AUM
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return