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ALPS Advisors’s Walker & Dunlop WD Stock Holding History

ALPS 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
2021
Q3 		– Sell
-3,122
Closed -$326K – 1036
2021
Q2 		$326K Hold
3,122
– – ﹤0.01% 780
2021
Q1 		$321K Buy
+3,122
New +$303K ﹤0.01% 775
2019
Q1 		– Sell
-24,969
Closed -$1.08M – 1019
2018
Q4 		$1.08M Buy
24,969
+15,953
+177% +$733K 0.01% 292
2018
Q3 		$477K Sell
9,016
-10,248
-53% -$569K ﹤0.01% 722
2018
Q2 		$1.07M Buy
19,264
+10,035
+109% +$578K 0.01% 322
2018
Q1 		$548K Sell
9,229
-716
-7% -$35.5K ﹤0.01% 463
2017
Q4 		$472K Hold
9,945
– – ﹤0.01% 608
2017
Q3 		$520K Sell
9,945
-1,734
-15% -$84.5K ﹤0.01% 426
2017
Q2 		$570K Buy
11,679
+30
+0.3% +$1.4K ﹤0.01% 388
2017
Q1 		$486K Sell
11,649
-4,839
-29% -$178K ﹤0.01% 494
2016
Q4 		$514K Buy
16,488
+155
+0.9% +$4.35K ﹤0.01% 377
2016
Q3 		$413K Sell
16,333
-624
-4% -$15.9K ﹤0.01% 546
2016
Q2 		$386K Sell
16,957
-1,248
-7% -$29.2K ﹤0.01% 493
2016
Q1 		$442K Sell
18,205
-2,667
-13% -$63.1K ﹤0.01% 409
2015
Q4 		$601K Hold
20,872
– – 0.01% 274
2015
Q3 		$5.44K Buy
+20,872
New +$522K 0.01% 269

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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return