SKK
MDC

Shepherd Kaplan Krochuk’s M.D.C. Holdings, Inc. MDC Stock Holding History

Shepherd Kaplan Krochuk’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
2014
Q3 		– Sell
-9,493
Closed -$207K – 613
2014
Q2 		$207K Buy
+9,493
New +$195K 0.02% 437
2014
Q1 		– Sell
-9,493
Closed -$220K – 653
2013
Q4 		$220K Hold
9,493
– – 0.03% 415
2013
Q3 		$205K Hold
9,493
– – 0.03% 425
2013
Q2 		$222K Buy
+9,493
New +$247K 0.04% 396

Other funds holding MDC

VFA
Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
TG
TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $1B AUM 50.12% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $2.25B AUM 44.61% 1-Year Est. Return
CIC
Crawford Investment Counsel Atlanta, Georgia $6B AUM 15.13% 1-Year Est. Return

Shepherd Kaplan Krochuk's MDC Position: Q3 2014 in Review

Shepherd Kaplan Krochuk sold out of M.D.C. Holdings, Inc. (MDC) in Q3 2014, closing a stake of 9,493 shares — an estimated $207K sold.

Shepherd Kaplan Krochuk first reported a position in MDC in Q2 2013 and held it in 4 quarters. The position peaked at $222K in Q2 2013. 185 funds tracked by Wall St. Rank hold MDC as of Q3 2014.

  • Shepherd Kaplan Krochuk reported no remaining M.D.C. Holdings, Inc. position as of Q3 2014 after selling out during the quarter.
  • Shepherd Kaplan Krochuk sold 9,493 M.D.C. Holdings, Inc. shares in Q3 2014, an estimated $207K.
  • Shepherd Kaplan Krochuk first reported a position in M.D.C. Holdings, Inc. in Q2 2013 and held it in 4 quarters.
  • Shepherd Kaplan Krochuk's M.D.C. Holdings, Inc. position peaked at $222K in Q2 2013.
  • 185 funds tracked by Wall St. Rank held M.D.C. Holdings, Inc. as of Q3 2014.

Based on Shepherd Kaplan Krochuk's 13F filing for Q3 2014, filed 13 Nov 2014.