OFW
MDC

Omnia Family Wealth’s M.D.C. Holdings, Inc. MDC Stock Holding History

Omnia Family 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
2018
Q4 		– Sell
-153
Closed -$4K – 611
2018
Q3 		$4K Hold
153
– – ﹤0.01% 347
2018
Q2 		$4K Hold
153
– – ﹤0.01% 336
2018
Q1 		$4K Sell
153
-283
-65% -$7.48K ﹤0.01% 347
2017
Q4 		$12K Buy
436
+282
+183% +$7.77K 0.01% 279
2017
Q3 		$4K Hold
154
– – ﹤0.01% 372
2017
Q2 		$4K Buy
+154
New +$4.03K ﹤0.01% 484

Other funds holding MDC

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $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
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 $609B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Omnia Family Wealth's MDC Position: Q4 2018 in Review

Omnia Family Wealth sold out of M.D.C. Holdings, Inc. (MDC) in Q4 2018, closing a stake of 153 shares — an estimated $4K sold.

Omnia Family Wealth first reported a position in MDC in Q2 2017 and held it in 6 quarters. The position peaked at $12K in Q4 2017. 212 funds tracked by Wall St. Rank hold MDC as of Q4 2018.

  • Omnia Family Wealth reported no remaining M.D.C. Holdings, Inc. position as of Q4 2018 after selling out during the quarter.
  • Omnia Family Wealth sold 153 M.D.C. Holdings, Inc. shares in Q4 2018, an estimated $4K.
  • Omnia Family Wealth first reported a position in M.D.C. Holdings, Inc. in Q2 2017 and held it in 6 quarters.
  • Omnia Family Wealth's M.D.C. Holdings, Inc. position peaked at $12K in Q4 2017.
  • 212 funds tracked by Wall St. Rank held M.D.C. Holdings, Inc. as of Q4 2018.

Based on Omnia Family Wealth's 13F filing for Q4 2018, filed 26 Feb 2019.