KPW
MDC

Kore Private Wealth’s M.D.C. Holdings, Inc. MDC Stock Holding History

Kore Private Wealth’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
-328
Closed -$10K – 1136
2020
Q2 		$10K Hold
328
– – ﹤0.01% 795
2020
Q1 		$7K Buy
+328
New +$11.5K ﹤0.01% 757

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

Kore Private Wealth's MDC Position: Q3 2020 in Review

Kore Private Wealth sold out of M.D.C. Holdings, Inc. (MDC) in Q3 2020, closing a stake of 328 shares — an estimated $10K sold.

Kore Private Wealth first reported a position in MDC in Q1 2020 and held it in 2 quarters. The position peaked at $10K in Q2 2020. 296 funds tracked by Wall St. Rank hold MDC as of Q3 2020.

  • Kore Private Wealth reported no remaining M.D.C. Holdings, Inc. position as of Q3 2020 after selling out during the quarter.
  • Kore Private Wealth sold 328 M.D.C. Holdings, Inc. shares in Q3 2020, an estimated $10K.
  • Kore Private Wealth first reported a position in M.D.C. Holdings, Inc. in Q1 2020 and held it in 2 quarters.
  • Kore Private Wealth's M.D.C. Holdings, Inc. position peaked at $10K in Q2 2020.
  • 296 funds tracked by Wall St. Rank held M.D.C. Holdings, Inc. as of Q3 2020.

Based on Kore Private Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.