WAP
MDC

Wealthcare Advisory Partners’s M.D.C. Holdings, Inc. MDC Stock Holding History

Wealthcare Advisory Partners’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
2021
Q2 		– Sell
-43
Closed -$3K – 1980
2021
Q1 		$3K Buy
+43
New +$2.25K ﹤0.01% 1825

Other funds holding MDC

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wealthcare Advisory Partners's MDC Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of M.D.C. Holdings, Inc. (MDC) in Q2 2021, closing a stake of 43 shares — an estimated $3K sold.

Wealthcare Advisory Partners first reported a position in MDC in Q1 2021 and held it in 1 quarter. The position peaked at $3K in Q1 2021. 334 funds tracked by Wall St. Rank hold MDC as of Q2 2021.

  • Wealthcare Advisory Partners reported no remaining M.D.C. Holdings, Inc. position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 43 M.D.C. Holdings, Inc. shares in Q2 2021, an estimated $3K.
  • Wealthcare Advisory Partners first reported a position in M.D.C. Holdings, Inc. in Q1 2021 and held it in 1 quarter.
  • Wealthcare Advisory Partners's M.D.C. Holdings, Inc. position peaked at $3K in Q1 2021.
  • 334 funds tracked by Wall St. Rank held M.D.C. Holdings, Inc. as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.