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A.R.T. Advisors’s Walker & Dunlop WD Stock Holding History

A.R.T. Advisors’s Portfolio WD Stock Details WD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-4,097
Closed -$265K – 987
2019
Q4 		$265K Sell
4,097
-3,200
-44% -$202K 0.01% 1067
2019
Q3 		$408K Sell
7,297
-4,497
-38% -$252K 0.02% 935
2019
Q2 		$628K Sell
11,794
-1,600
-12% -$84.7K 0.04% 655
2019
Q1 		$682K Buy
+13,394
New +$680K 0.04% 633
2018
Q4 		– Sell
-13,514
Closed -$714K – 1689
2018
Q3 		$714K Buy
+13,514
New +$751K 0.03% 709
2018
Q2 		– Sell
-7,114
Closed -$422K – 1777
2018
Q1 		$422K Buy
+7,114
New +$353K 0.02% 1022
2017
Q4 		– Sell
-15,215
Closed -$796K – 1700
2017
Q3 		$796K Buy
+15,215
New +$742K 0.04% 635
2016
Q2 		– Sell
-13,299
Closed -$322K – 1667
2016
Q1 		$322K Sell
13,299
-4,100
-24% -$96.9K 0.01% 1023
2015
Q4 		$500K Buy
+17,399
New +$502K 0.02% 869
2015
Q3 		– Sell
-98,590
Closed -$2.64M – 1620
2015
Q2 		$2.64M Buy
98,590
+60,033
+156% +$1.33M 0.09% 355
2015
Q1 		$683K Buy
38,557
+5,417
+16% +$92K 0.02% 801
2014
Q4 		$581K Buy
+33,140
New +$527K 0.02% 865
2013
Q3 		– Sell
-11,453
Closed -$200K – 1517
2013
Q2 		$200K Buy
+11,453
New +$207K 0.01% 1161

Other funds holding WD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

A.R.T. Advisors's WD Position: Q1 2020 in Review

A.R.T. Advisors sold out of Walker & Dunlop (WD) in Q1 2020, closing a stake of 4,097 shares — an estimated $265K sold.

A.R.T. Advisors first reported a position in WD in Q2 2013 and held it in 13 quarters. The position peaked at $2.64M in Q2 2015. 190 funds tracked by Wall St. Rank hold WD as of Q1 2020.

  • A.R.T. Advisors reported no remaining Walker & Dunlop position as of Q1 2020 after selling out during the quarter.
  • A.R.T. Advisors sold 4,097 Walker & Dunlop shares in Q1 2020, an estimated $265K.
  • A.R.T. Advisors first reported a position in Walker & Dunlop in Q2 2013 and held it in 13 quarters.
  • A.R.T. Advisors's Walker & Dunlop position peaked at $2.64M in Q2 2015.
  • 190 funds tracked by Wall St. Rank held Walker & Dunlop as of Q1 2020.

Based on A.R.T. Advisors's 13F filing for Q1 2020, filed 15 May 2020.