IWP
MDC

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

IAG Wealth Partners’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
Q3 		– Sell
-21
Closed -$1K – 439
2020
Q2 		$1K Hold
21
– – ﹤0.01% 416
2020
Q1 		$1K Hold
21
– – ﹤0.01% 414
2019
Q4 		$1K Buy
+21
New +$790 ﹤0.01% 431

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

IAG Wealth Partners's MDC Position: Q3 2020 in Review

IAG Wealth Partners sold out of M.D.C. Holdings, Inc. (MDC) in Q3 2020, closing a stake of 21 shares — an estimated $1K sold.

IAG Wealth Partners first reported a position in MDC in Q4 2019 and held it in 3 quarters. The position peaked at $1K in Q2 2020. 296 funds tracked by Wall St. Rank hold MDC as of Q3 2020.

  • IAG Wealth Partners reported no remaining M.D.C. Holdings, Inc. position as of Q3 2020 after selling out during the quarter.
  • IAG Wealth Partners sold 21 M.D.C. Holdings, Inc. shares in Q3 2020, an estimated $1K.
  • IAG Wealth Partners first reported a position in M.D.C. Holdings, Inc. in Q4 2019 and held it in 3 quarters.
  • IAG Wealth Partners's M.D.C. Holdings, Inc. position peaked at $1K in Q2 2020.
  • 296 funds tracked by Wall St. Rank held M.D.C. Holdings, Inc. as of Q3 2020.

Based on IAG Wealth Partners's 13F filing for Q3 2020, filed 11 Feb 2021.