WAM
MDC

Wealthspire Advisors (Maryland)’s M.D.C. Holdings, Inc. MDC Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-244
Closed -$7K – 2183
2019
Q1 		$7K Sell
244
-203
-45% -$5.37K ﹤0.01% 1709
2018
Q4 		$11K Sell
447
-29
-6% -$701 ﹤0.01% 1445
2018
Q3 		$12K Sell
476
-2,126
-82% -$57K ﹤0.01% 1468
2018
Q2 		$69K Buy
2,602
+289
+12% +$7.51K 0.01% 859
2018
Q1 		$55K Buy
2,313
+416
+22% +$11K 0.01% 943
2017
Q4 		$52K Sell
1,897
-672
-26% -$18.5K 0.01% 988
2017
Q3 		$68K Sell
2,569
-107
-4% -$2.83K 0.01% 865
2017
Q2 		$75K Buy
2,676
+2,569
+2,401% +$67.3K 0.01% 807
2017
Q1 		$3K Hold
107
– – ﹤0.01% 1644
2016
Q4 		$2K Sell
107
-110
-51% -$2.05K ﹤0.01% 1578
2016
Q3 		$4K Hold
217
– – ﹤0.01% 1452
2016
Q2 		$4K Buy
217
+105
+94% +$1.81K ﹤0.01% 1402
2016
Q1 		$2K Buy
+112
New +$1.81K ﹤0.01% 1570

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return