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

Waverly 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
2014
Q4 		– Sell
-233
Closed -$4K – 698
2014
Q3 		$4K Hold
233
– – ﹤0.01% 676
2014
Q2 		$5K Sell
233
-11
-5% -$226 ﹤0.01% 597
2014
Q1 		$5K Hold
244
– – ﹤0.01% 567
2013
Q4 		$6K Buy
+244
New +$5.17K ﹤0.01% 655

Other funds holding MDC

C
CVentures Denver, Colorado $490M AUM
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
OppenheimerFunds
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $2.25B AUM 44.61% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $1B AUM 50.12% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return

Waverly Advisors's MDC Position: Q4 2014 in Review

Waverly Advisors sold out of M.D.C. Holdings, Inc. (MDC) in Q4 2014, closing a stake of 233 shares — an estimated $4K sold.

Waverly Advisors first reported a position in MDC in Q4 2013 and held it in 4 quarters. The position peaked at $6K in Q4 2013. 186 funds tracked by Wall St. Rank hold MDC as of Q4 2014.

  • Waverly Advisors reported no remaining M.D.C. Holdings, Inc. position as of Q4 2014 after selling out during the quarter.
  • Waverly Advisors sold 233 M.D.C. Holdings, Inc. shares in Q4 2014, an estimated $4K.
  • Waverly Advisors first reported a position in M.D.C. Holdings, Inc. in Q4 2013 and held it in 4 quarters.
  • Waverly Advisors's M.D.C. Holdings, Inc. position peaked at $6K in Q4 2013.
  • 186 funds tracked by Wall St. Rank held M.D.C. Holdings, Inc. as of Q4 2014.

Based on Waverly Advisors's 13F filing for Q4 2014, filed 15 Jan 2015.