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 $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