Mount Yale Investment Advisors
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Mount Yale Investment Advisors’s M.D.C. Holdings, Inc. MDC Stock Holding History

Mount Yale Investment Advisors’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
2018
Q4 		– Sell
-421
Closed -$11K – 824
2018
Q3 		$11K Sell
421
-123
-23% -$3.3K ﹤0.01% 853
2018
Q2 		$14K Hold
544
– – ﹤0.01% 853
2018
Q1 		$13K Buy
+544
New +$14.4K ﹤0.01% 826

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Mount Yale Investment Advisors's MDC Position: Q4 2018 in Review

Mount Yale Investment Advisors sold out of M.D.C. Holdings, Inc. (MDC) in Q4 2018, closing a stake of 421 shares — an estimated $11K sold.

Mount Yale Investment Advisors first reported a position in MDC in Q1 2018 and held it in 3 quarters. The position peaked at $14K in Q2 2018. 212 funds tracked by Wall St. Rank hold MDC as of Q4 2018.

  • Mount Yale Investment Advisors reported no remaining M.D.C. Holdings, Inc. position as of Q4 2018 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 421 M.D.C. Holdings, Inc. shares in Q4 2018, an estimated $11K.
  • Mount Yale Investment Advisors first reported a position in M.D.C. Holdings, Inc. in Q1 2018 and held it in 3 quarters.
  • Mount Yale Investment Advisors's M.D.C. Holdings, Inc. position peaked at $14K in Q2 2018.
  • 212 funds tracked by Wall St. Rank held M.D.C. Holdings, Inc. as of Q4 2018.

Based on Mount Yale Investment Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.