Waddell & Reed Financial
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Waddell & Reed Financial’s M.D.C. Holdings, Inc. MDC Stock Holding History

Waddell & Reed Financial’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
-142,355
Closed -$3.1M – 561
2014
Q2 		$3.1M Sell
142,355
-57,776
-29% -$1.19M ﹤0.01% 521
2014
Q1 		$4.08M Sell
200,131
-44,304
-18% -$949K 0.01% 514
2013
Q4 		$5.67M Sell
244,435
-7,638
-3% -$162K 0.01% 496
2013
Q3 		$5.45M Sell
252,073
-34,165
-12% -$752K 0.01% 472
2013
Q2 		$6.7M Buy
+286,238
New +$7.44M 0.01% 423

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
TCW Group
TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BlackRock Fund Advisors
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
OppenheimerFunds
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
Crawford Investment Counsel
Crawford Investment Counsel Atlanta, Georgia $6B AUM 15.13% 1-Year Est. Return

Waddell & Reed Financial's MDC Position: Q3 2014 in Review

Waddell & Reed Financial sold out of M.D.C. Holdings, Inc. (MDC) in Q3 2014, closing a stake of 142,355 shares — an estimated $3.1M sold.

Waddell & Reed Financial first reported a position in MDC in Q2 2013 and held it in 5 quarters. The position peaked at $6.7M in Q2 2013. 185 funds tracked by Wall St. Rank hold MDC as of Q3 2014.

  • Waddell & Reed Financial reported no remaining M.D.C. Holdings, Inc. position as of Q3 2014 after selling out during the quarter.
  • Waddell & Reed Financial sold 142,355 M.D.C. Holdings, Inc. shares in Q3 2014, an estimated $3.1M.
  • Waddell & Reed Financial first reported a position in M.D.C. Holdings, Inc. in Q2 2013 and held it in 5 quarters.
  • Waddell & Reed Financial's M.D.C. Holdings, Inc. position peaked at $6.7M in Q2 2013.
  • 185 funds tracked by Wall St. Rank held M.D.C. Holdings, Inc. as of Q3 2014.

Based on Waddell & Reed Financial's 13F filing for Q3 2014, filed 14 Nov 2014.