STA
MDC

Summit Trail Advisors’s M.D.C. Holdings, Inc. MDC Stock Holding History

Summit Trail 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
2018
Q1 		– Sell
-567
Closed -$17K – 1763
2017
Q4 		$17K Buy
+567
New +$15.6K ﹤0.01% 1086

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
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Summit Trail Advisors's MDC Position: Q1 2018 in Review

Summit Trail Advisors sold out of M.D.C. Holdings, Inc. (MDC) in Q1 2018, closing a stake of 567 shares — an estimated $17K sold.

Summit Trail Advisors first reported a position in MDC in Q4 2017 and held it in 1 quarter. The position peaked at $17K in Q4 2017. 222 funds tracked by Wall St. Rank hold MDC as of Q1 2018.

  • Summit Trail Advisors reported no remaining M.D.C. Holdings, Inc. position as of Q1 2018 after selling out during the quarter.
  • Summit Trail Advisors sold 567 M.D.C. Holdings, Inc. shares in Q1 2018, an estimated $17K.
  • Summit Trail Advisors first reported a position in M.D.C. Holdings, Inc. in Q4 2017 and held it in 1 quarter.
  • Summit Trail Advisors's M.D.C. Holdings, Inc. position peaked at $17K in Q4 2017.
  • 222 funds tracked by Wall St. Rank held M.D.C. Holdings, Inc. as of Q1 2018.

Based on Summit Trail Advisors's 13F filing for Q1 2018, filed 21 May 2018.