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Berman Capital Advisors’s Walker & Dunlop WD Stock Holding History

Berman Capital 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
2020
Q2 		– Sell
-49
Closed -$1K – 1844
2020
Q1 		$1K Hold
49
– – ﹤0.01% 1390
2019
Q4 		$3K Hold
49
– – ﹤0.01% 1141
2019
Q3 		$2K Buy
49
+33
+206% +$1.85K ﹤0.01% 1238
2019
Q2 		$0 Sell
16
-47
-75% -$2.49K ﹤0.01% 1590
2019
Q1 		$3K Buy
+63
New +$3.2K ﹤0.01% 1034

Other funds holding WD

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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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Berman Capital Advisors's WD Position: Q2 2020 in Review

Berman Capital Advisors sold out of Walker & Dunlop (WD) in Q2 2020, closing a stake of 49 shares — an estimated $1K sold.

Berman Capital Advisors first reported a position in WD in Q1 2019 and held it in 5 quarters. The position peaked at $3K in Q4 2019. 184 funds tracked by Wall St. Rank hold WD as of Q2 2020.

  • Berman Capital Advisors reported no remaining Walker & Dunlop position as of Q2 2020 after selling out during the quarter.
  • Berman Capital Advisors sold 49 Walker & Dunlop shares in Q2 2020, an estimated $1K.
  • Berman Capital Advisors first reported a position in Walker & Dunlop in Q1 2019 and held it in 5 quarters.
  • Berman Capital Advisors's Walker & Dunlop position peaked at $3K in Q4 2019.
  • 184 funds tracked by Wall St. Rank held Walker & Dunlop as of Q2 2020.

Based on Berman Capital Advisors's 13F filing for Q2 2020, filed 6 Aug 2020.