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

Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return

Crawford Investment Counsel Atlanta, Georgia $5.85B AUM 12.61% 1-Year Est. Return