TWA
MDC

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

TCI 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
2023
Q2 		– Sell
-2,908
Closed -$113K – 2420
2023
Q1 		$113K Buy
2,908
+739
+34% +$27.3K 0.01% 262
2022
Q4 		$68.6K Sell
2,169
-446
-17% -$13.8K 0.01% 337
2022
Q3 		$72K Sell
2,615
-62
-2% -$2.05K 0.01% 300
2022
Q2 		$87K Sell
2,677
-313
-10% -$11.2K 0.01% 267
2022
Q1 		$113K Buy
2,990
+1,288
+76% +$58.8K 0.02% 243
2021
Q4 		$95K Buy
1,702
+1,622
+2,028% +$82.6K 0.01% 280
2021
Q3 		$4K Hold
80
– – ﹤0.01% 1856
2021
Q2 		$4K Hold
80
– – ﹤0.01% 1667
2021
Q1 		$5K Sell
80
-1
-1% -$52 ﹤0.01% 1320
2020
Q4 		$4K Hold
81
– – ﹤0.01% 1038
2020
Q3 		$4K Buy
81
+19
+31% +$758 ﹤0.01% 899
2020
Q2 		$2K Buy
+62
New +$1.71K ﹤0.01% 1160
2020
Q1 		– Sell
-66
Closed -$2K – 1815
2019
Q4 		$2K Hold
66
– – ﹤0.01% 1241
2019
Q3 		$3K Hold
66
– – ﹤0.01% 1007
2019
Q2 		$2K Hold
66
– – ﹤0.01% 1095
2019
Q1 		$2K Hold
66
– – ﹤0.01% 1107
2018
Q4 		$2K Buy
66
+30
+83% +$725 ﹤0.01% 1082
2018
Q3 		$1K Hold
36
– – ﹤0.01% 1377
2018
Q2 		$1K Hold
36
– – ﹤0.01% 1418
2018
Q1 		$1K Hold
36
– – ﹤0.01% 1265
2017
Q4 		$1K Sell
36
-1
-3% -$28 ﹤0.01% 1302
2017
Q3 		$1K Hold
37
– – ﹤0.01% 1231
2017
Q2 		$1K Hold
37
– – ﹤0.01% 1255
2017
Q1 		$1K Buy
+37
New +$834 ﹤0.01% 1203

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

TCI Wealth Advisors's MDC Position: Q2 2023 in Review

TCI Wealth Advisors sold out of M.D.C. Holdings, Inc. (MDC) in Q2 2023, closing a stake of 2,908 shares — an estimated $113K sold.

TCI Wealth Advisors first reported a position in MDC in Q1 2017 and held it in 24 quarters. The position peaked at $113K in Q1 2023. 322 funds tracked by Wall St. Rank hold MDC as of Q2 2023.

  • TCI Wealth Advisors reported no remaining M.D.C. Holdings, Inc. position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 2,908 M.D.C. Holdings, Inc. shares in Q2 2023, an estimated $113K.
  • TCI Wealth Advisors first reported a position in M.D.C. Holdings, Inc. in Q1 2017 and held it in 24 quarters.
  • TCI Wealth Advisors's M.D.C. Holdings, Inc. position peaked at $113K in Q1 2023.
  • 322 funds tracked by Wall St. Rank held M.D.C. Holdings, Inc. as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.