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Alpine Woods Capital Investors’s Walker & Dunlop WD Stock Holding History

Alpine Woods Capital Investors’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
2017
Q1 		– Sell
-7,500
Closed -$234K – 482
2016
Q4 		$234K Buy
+7,500
New +$210K 0.01% 394

Other funds holding WD

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
TA
Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

Alpine Woods Capital Investors's WD Position: Q1 2017 in Review

Alpine Woods Capital Investors sold out of Walker & Dunlop (WD) in Q1 2017, closing a stake of 7,500 shares — an estimated $234K sold.

Alpine Woods Capital Investors first reported a position in WD in Q4 2016 and held it in 1 quarter. The position peaked at $234K in Q4 2016. 168 funds tracked by Wall St. Rank hold WD as of Q1 2017.

  • Alpine Woods Capital Investors reported no remaining Walker & Dunlop position as of Q1 2017 after selling out during the quarter.
  • Alpine Woods Capital Investors sold 7,500 Walker & Dunlop shares in Q1 2017, an estimated $234K.
  • Alpine Woods Capital Investors first reported a position in Walker & Dunlop in Q4 2016 and held it in 1 quarter.
  • Alpine Woods Capital Investors's Walker & Dunlop position peaked at $234K in Q4 2016.
  • 168 funds tracked by Wall St. Rank held Walker & Dunlop as of Q1 2017.

Based on Alpine Woods Capital Investors's 13F filing for Q1 2017, filed 3 May 2017.