IWMPD
MDC

Integrated Wealth Management (Palm Desert)’s M.D.C. Holdings, Inc. MDC Stock Holding History

Integrated Wealth Management (Palm Desert)’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
2015
Q3 		– Sell
-83
Closed -$2K – 1403
2015
Q2 		$2K Buy
+83
New +$1.7K ﹤0.01% 1167

Other funds holding MDC

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
TG
TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s MDC Position: Q3 2015 in Review

Integrated Wealth Management (Palm Desert) sold out of M.D.C. Holdings, Inc. (MDC) in Q3 2015, closing a stake of 83 shares — an estimated $2K sold.

Integrated Wealth Management (Palm Desert) first reported a position in MDC in Q2 2015 and held it in 1 quarter. The position peaked at $2K in Q2 2015. 190 funds tracked by Wall St. Rank hold MDC as of Q3 2015.

  • Integrated Wealth Management (Palm Desert) reported no remaining M.D.C. Holdings, Inc. position as of Q3 2015 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 83 M.D.C. Holdings, Inc. shares in Q3 2015, an estimated $2K.
  • Integrated Wealth Management (Palm Desert) first reported a position in M.D.C. Holdings, Inc. in Q2 2015 and held it in 1 quarter.
  • Integrated Wealth Management (Palm Desert)'s M.D.C. Holdings, Inc. position peaked at $2K in Q2 2015.
  • 190 funds tracked by Wall St. Rank held M.D.C. Holdings, Inc. as of Q3 2015.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q3 2015, filed 13 Oct 2015.