CWA
MDC

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

Clarus 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
2019
Q3 		– Sell
-80
Closed -$2K – 573
2019
Q2 		$2K Buy
80
+1
+1% +$29 ﹤0.01% 565
2019
Q1 		$2K Sell
79
-991
-93% -$26.2K ﹤0.01% 657
2018
Q4 		$26K Buy
1,070
+11
+1% +$266 0.04% 363
2018
Q3 		$27K Buy
1,059
+20
+2% +$536 0.02% 393
2018
Q2 		$25K Buy
+1,039
New +$27K 0.02% 396

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

Clarus Wealth Advisors's MDC Position: Q3 2019 in Review

Clarus Wealth Advisors sold out of M.D.C. Holdings, Inc. (MDC) in Q3 2019, closing a stake of 80 shares — an estimated $2K sold.

Clarus Wealth Advisors first reported a position in MDC in Q2 2018 and held it in 5 quarters. The position peaked at $27K in Q3 2018. 250 funds tracked by Wall St. Rank hold MDC as of Q3 2019.

  • Clarus Wealth Advisors reported no remaining M.D.C. Holdings, Inc. position as of Q3 2019 after selling out during the quarter.
  • Clarus Wealth Advisors sold 80 M.D.C. Holdings, Inc. shares in Q3 2019, an estimated $2K.
  • Clarus Wealth Advisors first reported a position in M.D.C. Holdings, Inc. in Q2 2018 and held it in 5 quarters.
  • Clarus Wealth Advisors's M.D.C. Holdings, Inc. position peaked at $27K in Q3 2018.
  • 250 funds tracked by Wall St. Rank held M.D.C. Holdings, Inc. as of Q3 2019.

Based on Clarus Wealth Advisors's 13F filing for Q3 2019, filed 11 Oct 2019.