PWPS
MDC

Pinnacle Wealth Planning Services’s M.D.C. Holdings, Inc. MDC Stock Holding History

Pinnacle Wealth Planning Services’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
Q1 		– Sell
-2,285
Closed -$103K – 2092
2020
Q4 		$103K Buy
+2,285
New +$102K 0.02% 457

Other funds holding MDC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Pinnacle Wealth Planning Services's MDC Position: Q1 2021 in Review

Pinnacle Wealth Planning Services sold out of M.D.C. Holdings, Inc. (MDC) in Q1 2021, closing a stake of 2,285 shares — an estimated $103K sold.

Pinnacle Wealth Planning Services first reported a position in MDC in Q4 2020 and held it in 1 quarter. The position peaked at $103K in Q4 2020. 331 funds tracked by Wall St. Rank hold MDC as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining M.D.C. Holdings, Inc. position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 2,285 M.D.C. Holdings, Inc. shares in Q1 2021, an estimated $103K.
  • Pinnacle Wealth Planning Services first reported a position in M.D.C. Holdings, Inc. in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's M.D.C. Holdings, Inc. position peaked at $103K in Q4 2020.
  • 331 funds tracked by Wall St. Rank held M.D.C. Holdings, Inc. as of Q1 2021.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2021, filed 29 Apr 2021.