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

Harvest Group 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
Q1 		– Sell
-258
Closed -$9K – 1089
2019
Q4 		$9K Hold
258
– – 0.01% 274
2019
Q3 		$10K Hold
258
– – 0.01% 270
2019
Q2 		$7K Hold
258
– – 0.01% 299
2019
Q1 		$7K Buy
+258
New +$6.83K 0.01% 330

Other funds holding MDC

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
CGM
Capital Growth Management Boston, Massachusetts $761M AUM 30.71% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Harvest Group Wealth Management's MDC Position: Q1 2020 in Review

Harvest Group Wealth Management sold out of M.D.C. Holdings, Inc. (MDC) in Q1 2020, closing a stake of 258 shares — an estimated $9K sold.

Harvest Group Wealth Management first reported a position in MDC in Q1 2019 and held it in 4 quarters. The position peaked at $10K in Q3 2019. 226 funds tracked by Wall St. Rank hold MDC as of Q1 2020.

  • Harvest Group Wealth Management reported no remaining M.D.C. Holdings, Inc. position as of Q1 2020 after selling out during the quarter.
  • Harvest Group Wealth Management sold 258 M.D.C. Holdings, Inc. shares in Q1 2020, an estimated $9K.
  • Harvest Group Wealth Management first reported a position in M.D.C. Holdings, Inc. in Q1 2019 and held it in 4 quarters.
  • Harvest Group Wealth Management's M.D.C. Holdings, Inc. position peaked at $10K in Q3 2019.
  • 226 funds tracked by Wall St. Rank held M.D.C. Holdings, Inc. as of Q1 2020.

Based on Harvest Group Wealth Management's 13F filing for Q1 2020, filed 23 Apr 2020.