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

Optimum 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
2021 Q2	–	Sell	-50	Closed	-$3K	–	988
2021 Q1	$3K	Buy	+50	New	+$2.62K	﹤0.01%	861
2019 Q4	–	Sell	-2,959	Closed	-$118K	–	1028
2019 Q3	$118K	Hold	2,959	–	–	0.04%	348
2019 Q2	$90K	Hold	2,959	–	–	0.03%	395
2019 Q1	$80K	Sell	2,959 -253	-8%	-$6.7K	0.03%	423
2018 Q4	$77K	Sell	3,212 -756	-19%	-$18.3K	0.03%	391
2018 Q3	$101K	Hold	3,968	–	–	0.03%	400
2018 Q2	$105K	Sell	3,968 -1,166	-23%	-$30.3K	0.03%	398
2018 Q1	$123K	Buy	+5,134	New	+$136K	0.04%	365

Other funds holding MDC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Optimum Investment Advisors's MDC Position: Q2 2021 in Review

Optimum Investment Advisors sold out of M.D.C. Holdings, Inc. (MDC) in Q2 2021, closing a stake of 50 shares — an estimated $3K sold.

Optimum Investment Advisors first reported a position in MDC in Q1 2018 and held it in 8 quarters. The position peaked at $123K in Q1 2018. 333 funds tracked by Wall St. Rank hold MDC as of Q2 2021.

Optimum Investment Advisors reported no remaining M.D.C. Holdings, Inc. position as of Q2 2021 after selling out during the quarter.
Optimum Investment Advisors sold 50 M.D.C. Holdings, Inc. shares in Q2 2021, an estimated $3K.
Optimum Investment Advisors first reported a position in M.D.C. Holdings, Inc. in Q1 2018 and held it in 8 quarters.
Optimum Investment Advisors's M.D.C. Holdings, Inc. position peaked at $123K in Q1 2018.
333 funds tracked by Wall St. Rank held M.D.C. Holdings, Inc. as of Q2 2021.

Based on Optimum Investment Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.