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Assured Investment Management’s Walker & Dunlop WD Stock Holding History

Assured Investment Management’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
Q2 		– Sell
-12,598
Closed -$641K – 845
2019
Q1 		$641K Sell
12,598
-1,841
-13% -$93.5K 0.01% 504
2018
Q4 		$624K Sell
14,439
-1,926
-12% -$88.5K 0.02% 582
2018
Q3 		$865K Buy
16,365
+2,899
+22% +$161K 0.02% 611
2018
Q2 		$749K Sell
13,466
-7,467
-36% -$430K 0.01% 671
2018
Q1 		$1.24M Buy
+20,933
New +$1.04M 0.03% 467

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Assured Investment Management's WD Position: Q2 2019 in Review

Assured Investment Management sold out of Walker & Dunlop (WD) in Q2 2019, closing a stake of 12,598 shares — an estimated $641K sold.

Assured Investment Management first reported a position in WD in Q1 2018 and held it in 5 quarters. The position peaked at $1.24M in Q1 2018. 195 funds tracked by Wall St. Rank hold WD as of Q2 2019.

  • Assured Investment Management reported no remaining Walker & Dunlop position as of Q2 2019 after selling out during the quarter.
  • Assured Investment Management sold 12,598 Walker & Dunlop shares in Q2 2019, an estimated $641K.
  • Assured Investment Management first reported a position in Walker & Dunlop in Q1 2018 and held it in 5 quarters.
  • Assured Investment Management's Walker & Dunlop position peaked at $1.24M in Q1 2018.
  • 195 funds tracked by Wall St. Rank held Walker & Dunlop as of Q2 2019.

Based on Assured Investment Management's 13F filing for Q2 2019, filed 14 Aug 2019.