EWM
MDC

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

Evercore 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
2016
Q4 		– Sell
-250
Closed -$5K – 1105
2016
Q3 		$5K Hold
250
– – ﹤0.01% 943
2016
Q2 		$4K Buy
+250
New +$4.32K ﹤0.01% 964

Other funds holding MDC

C
CVentures Denver, Colorado $490M AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
H
Hexavest Montreal, Quebec, Canada $1.64B AUM 28.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Evercore Wealth Management's MDC Position: Q4 2016 in Review

Evercore Wealth Management sold out of M.D.C. Holdings, Inc. (MDC) in Q4 2016, closing a stake of 250 shares — an estimated $5K sold.

Evercore Wealth Management first reported a position in MDC in Q2 2016 and held it in 2 quarters. The position peaked at $5K in Q3 2016. 191 funds tracked by Wall St. Rank hold MDC as of Q4 2016.

  • Evercore Wealth Management reported no remaining M.D.C. Holdings, Inc. position as of Q4 2016 after selling out during the quarter.
  • Evercore Wealth Management sold 250 M.D.C. Holdings, Inc. shares in Q4 2016, an estimated $5K.
  • Evercore Wealth Management first reported a position in M.D.C. Holdings, Inc. in Q2 2016 and held it in 2 quarters.
  • Evercore Wealth Management's M.D.C. Holdings, Inc. position peaked at $5K in Q3 2016.
  • 191 funds tracked by Wall St. Rank held M.D.C. Holdings, Inc. as of Q4 2016.

Based on Evercore Wealth Management's 13F filing for Q4 2016, filed 8 Feb 2017.