WP
MDC

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

WealthSource 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
2018
Q1 		– Sell
-10,124
Closed -$277K – 347
2017
Q4 		$277K Buy
10,124
+941
+10% +$25.9K 0.09% 216
2017
Q3 		$242K Sell
9,183
-4,466
-33% -$118K 0.08% 234
2017
Q2 		$383K Sell
13,649
-2,671
-16% -$69.9K 0.13% 161
2017
Q1 		$389K Buy
+16,320
New +$368K 0.14% 155

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

WealthSource Partners's MDC Position: Q1 2018 in Review

WealthSource Partners sold out of M.D.C. Holdings, Inc. (MDC) in Q1 2018, closing a stake of 10,124 shares — an estimated $277K sold.

WealthSource Partners first reported a position in MDC in Q1 2017 and held it in 4 quarters. The position peaked at $389K in Q1 2017. 222 funds tracked by Wall St. Rank hold MDC as of Q1 2018.

  • WealthSource Partners reported no remaining M.D.C. Holdings, Inc. position as of Q1 2018 after selling out during the quarter.
  • WealthSource Partners sold 10,124 M.D.C. Holdings, Inc. shares in Q1 2018, an estimated $277K.
  • WealthSource Partners first reported a position in M.D.C. Holdings, Inc. in Q1 2017 and held it in 4 quarters.
  • WealthSource Partners's M.D.C. Holdings, Inc. position peaked at $389K in Q1 2017.
  • 222 funds tracked by Wall St. Rank held M.D.C. Holdings, Inc. as of Q1 2018.

Based on WealthSource Partners's 13F filing for Q1 2018, filed 16 Apr 2018.