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Archford Capital Strategies’s Walker & Dunlop WD Stock Holding History

Archford Capital Strategies’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
2014
Q3 		– Sell
-561
Closed -$7.92K – 823
2014
Q2 		$7.92K Buy
561
+157
+39% +$2.4K 0.01% 445
2014
Q1 		$6.61K Buy
+404
New +$6.33K 0.01% 493

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Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
TC
Talkot Capital Sausalito, California $73.7M AUM 8.5% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return

Archford Capital Strategies's WD Position: Q3 2014 in Review

Archford Capital Strategies sold out of Walker & Dunlop (WD) in Q3 2014, closing a stake of 561 shares — an estimated $7.92K sold.

Archford Capital Strategies first reported a position in WD in Q1 2014 and held it in 2 quarters. The position peaked at $7.92K in Q2 2014. 82 funds tracked by Wall St. Rank hold WD as of Q3 2014.

  • Archford Capital Strategies reported no remaining Walker & Dunlop position as of Q3 2014 after selling out during the quarter.
  • Archford Capital Strategies sold 561 Walker & Dunlop shares in Q3 2014, an estimated $7.92K.
  • Archford Capital Strategies first reported a position in Walker & Dunlop in Q1 2014 and held it in 2 quarters.
  • Archford Capital Strategies's Walker & Dunlop position peaked at $7.92K in Q2 2014.
  • 82 funds tracked by Wall St. Rank held Walker & Dunlop as of Q3 2014.

Based on Archford Capital Strategies's 13F filing for Q3 2014, filed 16 Oct 2014.