GWM
MDC

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

Gupta 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
Q1 		– Sell
-825
Closed -$15K – 1305
2015
Q4 		$15K Buy
+825
New +$15.6K ﹤0.01% 781

Other funds holding MDC

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $2.25B AUM 44.61% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Gupta Wealth Management's MDC Position: Q1 2016 in Review

Gupta Wealth Management sold out of M.D.C. Holdings, Inc. (MDC) in Q1 2016, closing a stake of 825 shares — an estimated $15K sold.

Gupta Wealth Management first reported a position in MDC in Q4 2015 and held it in 1 quarter. The position peaked at $15K in Q4 2015. 172 funds tracked by Wall St. Rank hold MDC as of Q1 2016.

  • Gupta Wealth Management reported no remaining M.D.C. Holdings, Inc. position as of Q1 2016 after selling out during the quarter.
  • Gupta Wealth Management sold 825 M.D.C. Holdings, Inc. shares in Q1 2016, an estimated $15K.
  • Gupta Wealth Management first reported a position in M.D.C. Holdings, Inc. in Q4 2015 and held it in 1 quarter.
  • Gupta Wealth Management's M.D.C. Holdings, Inc. position peaked at $15K in Q4 2015.
  • 172 funds tracked by Wall St. Rank held M.D.C. Holdings, Inc. as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.