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Avantax Planning Partners’s Walker & Dunlop WD Stock Holding History

Avantax Planning Partners’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
2018
Q4 		– Sell
-177
Closed -$9K – 1186
2018
Q3 		$9K Buy
+177
New +$9.83K ﹤0.01% 919
2018
Q2 		– Sell
-178
Closed -$11K – 1473
2018
Q1 		$11K Buy
+178
New +$8.83K ﹤0.01% 1022

Other funds holding WD

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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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
TA
Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Avantax Planning Partners's WD Position: Q4 2018 in Review

Avantax Planning Partners sold out of Walker & Dunlop (WD) in Q4 2018, closing a stake of 177 shares — an estimated $9K sold.

Avantax Planning Partners first reported a position in WD in Q1 2018 and held it in 2 quarters. The position peaked at $11K in Q1 2018. 187 funds tracked by Wall St. Rank hold WD as of Q4 2018.

  • Avantax Planning Partners reported no remaining Walker & Dunlop position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 177 Walker & Dunlop shares in Q4 2018, an estimated $9K.
  • Avantax Planning Partners first reported a position in Walker & Dunlop in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Walker & Dunlop position peaked at $11K in Q1 2018.
  • 187 funds tracked by Wall St. Rank held Walker & Dunlop as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.