RWA
MDC

Ropes Wealth Advisors’s M.D.C. Holdings, Inc. MDC Stock Holding History

Ropes Wealth 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
Q1 		– Sell
-513
Closed -$23K – 836
2020
Q4 		$23K Buy
513
+415
+423% +$18.5K ﹤0.01% 471
2020
Q3 		$4K Hold
98
– – ﹤0.01% 573
2020
Q2 		$3K Hold
98
– – ﹤0.01% 521
2020
Q1 		$2K Hold
98
– – ﹤0.01% 510
2019
Q4 		$3K Sell
98
-99
-50% -$3.73K ﹤0.01% 513
2019
Q3 		$8K Hold
197
– – ﹤0.01% 493
2019
Q2 		$6K Hold
197
– – ﹤0.01% 514
2019
Q1 		$5K Hold
197
– – ﹤0.01% 486
2018
Q4 		$5K Hold
197
– – ﹤0.01% 459
2018
Q3 		$5K Buy
+197
New +$5.28K ﹤0.01% 493

Other funds holding MDC

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Ropes Wealth Advisors's MDC Position: Q1 2021 in Review

Ropes Wealth Advisors sold out of M.D.C. Holdings, Inc. (MDC) in Q1 2021, closing a stake of 513 shares — an estimated $23K sold.

Ropes Wealth Advisors first reported a position in MDC in Q3 2018 and held it in 10 quarters. The position peaked at $23K in Q4 2020. 331 funds tracked by Wall St. Rank hold MDC as of Q1 2021.

  • Ropes Wealth Advisors reported no remaining M.D.C. Holdings, Inc. position as of Q1 2021 after selling out during the quarter.
  • Ropes Wealth Advisors sold 513 M.D.C. Holdings, Inc. shares in Q1 2021, an estimated $23K.
  • Ropes Wealth Advisors first reported a position in M.D.C. Holdings, Inc. in Q3 2018 and held it in 10 quarters.
  • Ropes Wealth Advisors's M.D.C. Holdings, Inc. position peaked at $23K in Q4 2020.
  • 331 funds tracked by Wall St. Rank held M.D.C. Holdings, Inc. as of Q1 2021.

Based on Ropes Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.