GSWM
MDC

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

Golden State 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
2020
Q2 		– Sell
-30
Closed -$1K – 970
2020
Q1 		$1K Buy
+30
New +$1.05K ﹤0.01% 958
2019
Q4 		– Sell
-30
Closed -$1K – 1025
2019
Q3 		$1K Buy
30
+1
+3% +$35 ﹤0.01% 1054
2019
Q2 		$0 Hold
29
– – ﹤0.01% 1172
2019
Q1 		$1K Buy
+29
New +$768 ﹤0.01% 1090

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
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
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
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

Golden State Wealth Management's MDC Position: Q2 2020 in Review

Golden State Wealth Management sold out of M.D.C. Holdings, Inc. (MDC) in Q2 2020, closing a stake of 30 shares — an estimated $1K sold.

Golden State Wealth Management first reported a position in MDC in Q1 2019 and held it in 4 quarters. The position peaked at $1K in Q1 2020. 244 funds tracked by Wall St. Rank hold MDC as of Q2 2020.

  • Golden State Wealth Management reported no remaining M.D.C. Holdings, Inc. position as of Q2 2020 after selling out during the quarter.
  • Golden State Wealth Management sold 30 M.D.C. Holdings, Inc. shares in Q2 2020, an estimated $1K.
  • Golden State Wealth Management first reported a position in M.D.C. Holdings, Inc. in Q1 2019 and held it in 4 quarters.
  • Golden State Wealth Management's M.D.C. Holdings, Inc. position peaked at $1K in Q1 2020.
  • 244 funds tracked by Wall St. Rank held M.D.C. Holdings, Inc. as of Q2 2020.

Based on Golden State Wealth Management's 13F filing for Q2 2020, filed 11 Aug 2020.