OWP
MDC

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

Obermeyer 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
2013
Q3 		– Sell
-1,944
Closed -$46K – 297
2013
Q2 		$46K Buy
+1,944
New +$50.5K 0.01% 134

Other funds holding MDC

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $1B AUM 50.12% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.96B AUM 38.5% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
CIC
Crawford Investment Counsel Atlanta, Georgia $6B AUM 15.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Obermeyer Wealth Partners's MDC Position: Q3 2013 in Review

Obermeyer Wealth Partners sold out of M.D.C. Holdings, Inc. (MDC) in Q3 2013, closing a stake of 1,944 shares — an estimated $46K sold.

Obermeyer Wealth Partners first reported a position in MDC in Q2 2013 and held it in 1 quarter. The position peaked at $46K in Q2 2013. 197 funds tracked by Wall St. Rank hold MDC as of Q3 2013.

  • Obermeyer Wealth Partners reported no remaining M.D.C. Holdings, Inc. position as of Q3 2013 after selling out during the quarter.
  • Obermeyer Wealth Partners sold 1,944 M.D.C. Holdings, Inc. shares in Q3 2013, an estimated $46K.
  • Obermeyer Wealth Partners first reported a position in M.D.C. Holdings, Inc. in Q2 2013 and held it in 1 quarter.
  • Obermeyer Wealth Partners's M.D.C. Holdings, Inc. position peaked at $46K in Q2 2013.
  • 197 funds tracked by Wall St. Rank held M.D.C. Holdings, Inc. as of Q3 2013.

Based on Obermeyer Wealth Partners's 13F filing for Q3 2013, filed 18 Oct 2013.