CW
MDC

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

CreativeOne Wealth’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
2022
Q3 		– Sell
-15,628
Closed -$505K – 783
2022
Q2 		$505K Buy
+15,628
New +$559K 0.03% 414

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CreativeOne Wealth's MDC Position: Q3 2022 in Review

CreativeOne Wealth sold out of M.D.C. Holdings, Inc. (MDC) in Q3 2022, closing a stake of 15,628 shares — an estimated $505K sold.

CreativeOne Wealth first reported a position in MDC in Q2 2022 and held it in 1 quarter. The position peaked at $505K in Q2 2022. 284 funds tracked by Wall St. Rank hold MDC as of Q3 2022.

  • CreativeOne Wealth reported no remaining M.D.C. Holdings, Inc. position as of Q3 2022 after selling out during the quarter.
  • CreativeOne Wealth sold 15,628 M.D.C. Holdings, Inc. shares in Q3 2022, an estimated $505K.
  • CreativeOne Wealth first reported a position in M.D.C. Holdings, Inc. in Q2 2022 and held it in 1 quarter.
  • CreativeOne Wealth's M.D.C. Holdings, Inc. position peaked at $505K in Q2 2022.
  • 284 funds tracked by Wall St. Rank held M.D.C. Holdings, Inc. as of Q3 2022.

Based on CreativeOne Wealth's 13F filing for Q3 2022, filed 15 Nov 2022.