NFG
MDC

Next Financial Group’s M.D.C. Holdings, Inc. MDC Stock Holding History

Next Financial Group’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
2021
Q4 		– Sell
-12
Closed -$1K – 3018
2021
Q3 		$1K Hold
12
– – ﹤0.01% 2710
2021
Q2 		$1K Sell
12
-2
-14% -$115 ﹤0.01% 2590
2021
Q1 		$1K Sell
14
-25
-64% -$1.31K ﹤0.01% 2489
2020
Q4 		$2K Sell
39
-20
-34% -$891 ﹤0.01% 2227
2020
Q3 		$3K Buy
+59
New +$2.35K ﹤0.01% 1997

Other funds holding MDC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
C
CVentures Denver, Colorado $490M AUM
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
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Next Financial Group's MDC Position: Q4 2021 in Review

Next Financial Group sold out of M.D.C. Holdings, Inc. (MDC) in Q4 2021, closing a stake of 12 shares — an estimated $1K sold.

Next Financial Group first reported a position in MDC in Q3 2020 and held it in 5 quarters. The position peaked at $3K in Q3 2020. 327 funds tracked by Wall St. Rank hold MDC as of Q4 2021.

  • Next Financial Group reported no remaining M.D.C. Holdings, Inc. position as of Q4 2021 after selling out during the quarter.
  • Next Financial Group sold 12 M.D.C. Holdings, Inc. shares in Q4 2021, an estimated $1K.
  • Next Financial Group first reported a position in M.D.C. Holdings, Inc. in Q3 2020 and held it in 5 quarters.
  • Next Financial Group's M.D.C. Holdings, Inc. position peaked at $3K in Q3 2020.
  • 327 funds tracked by Wall St. Rank held M.D.C. Holdings, Inc. as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.