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Advisor Group’s Walker & Dunlop WD Stock Holding History

Advisor Group’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
2019
Q4 		$42K Sell
636
-643
-50% -$40.7K ﹤0.01% 3529
2019
Q3 		$71K Buy
1,279
+172
+16% +$9.65K ﹤0.01% 3144
2019
Q2 		$59K Sell
1,107
-188
-15% -$9.95K ﹤0.01% 3247
2019
Q1 		$66K Buy
1,295
+309
+31% +$15.7K ﹤0.01% 3186
2018
Q4 		$43K Sell
986
-611
-38% -$28.1K ﹤0.01% 3294
2018
Q3 		$85K Sell
1,597
-44
-3% -$2.44K ﹤0.01% 2883
2018
Q2 		$91K Sell
1,641
-14
-0.8% -$807 ﹤0.01% 2599
2018
Q1 		$98K Sell
1,655
-8
-0.5% -$397 ﹤0.01% 2576
2017
Q4 		$79K Sell
1,663
-3,854
-70% -$196K ﹤0.01% 2754
2017
Q3 		$289K Buy
5,517
+1,605
+41% +$78.3K ﹤0.01% 1567
2017
Q2 		$191K Buy
3,912
+2,039
+109% +$95.1K ﹤0.01% 1827
2017
Q1 		$79K Buy
1,873
+630
+51% +$23.2K ﹤0.01% 2344
2016
Q4 		$39K Buy
1,243
+173
+16% +$4.85K ﹤0.01% 2790
2016
Q3 		$27K Sell
1,070
-274
-20% -$6.96K ﹤0.01% 2968
2016
Q2 		$29K Buy
+1,344
New +$31.4K ﹤0.01% 2814

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Advisor Group's WD Position: Q4 2019 in Review

Advisor Group reduced its Walker & Dunlop (WD) stake by 50% in Q4 2019, selling an estimated $40.7K and leaving 636 shares worth $42K. The position accounts for ﹤0.01% of the portfolio, ranked #3529.

Advisor Group first reported a position in WD in Q2 2016 and has held it in 15 quarters since. The position peaked at $289K in Q3 2017. 222 funds tracked by Wall St. Rank hold WD as of Q4 2019.

  • Advisor Group held 636 shares of Walker & Dunlop worth $42K as of Q4 2019.
  • Advisor Group sold 643 Walker & Dunlop shares in Q4 2019, an estimated $40.7K.
  • Walker & Dunlop made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #3529 holding.
  • Advisor Group first reported a position in Walker & Dunlop in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's Walker & Dunlop position peaked at $289K in Q3 2017.
  • 222 funds tracked by Wall St. Rank held Walker & Dunlop as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.