BIT
WD icon

BlackRock Institutional Trust’s Walker & Dunlop WD Stock Holding History

BlackRock Institutional Trust’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
2016
Q4 		$37.5M Buy
1,201,938
+462,189
+62% +$13M 0.01% 1521
2016
Q3 		$18.7M Buy
739,749
+16,109
+2% +$409K ﹤0.01% 1945
2016
Q2 		$16.5M Sell
723,640
-2,280
-0.3% -$53.3K ﹤0.01% 1973
2016
Q1 		$17.6M Sell
725,920
-61,273
-8% -$1.45M ﹤0.01% 1904
2015
Q4 		$22.7M Sell
787,193
-96,733
-11% -$2.79M ﹤0.01% 1774
2015
Q3 		$23.1M Buy
883,926
+208,257
+31% +$5.21M ﹤0.01% 1741
2015
Q2 		$18.1M Buy
675,669
+61,021
+10% +$1.35M ﹤0.01% 1986
2015
Q1 		$10.9M Buy
614,648
+62,172
+11% +$1.06M ﹤0.01% 2347
2014
Q4 		$9.69M Buy
552,476
+169,320
+44% +$2.69M ﹤0.01% 2384
2014
Q3 		$5.09M Sell
383,156
-7,967
-2% -$111K ﹤0.01% 2684
2014
Q2 		$5.52M Sell
391,123
-71,657
-15% -$1.09M ﹤0.01% 2744
2014
Q1 		$7.57M Sell
462,780
-7,054
-2% -$111K ﹤0.01% 2589
2013
Q4 		$7.6M Buy
469,834
+191,527
+69% +$2.75M ﹤0.01% 2577
2013
Q3 		$4.43M Buy
278,307
+51,041
+22% +$842K ﹤0.01% 2785
2013
Q2 		$3.98M Buy
+227,266
New +$4.11M ﹤0.01% 2805

Other funds holding WD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BlackRock Institutional Trust's WD Position: Q4 2016 in Review

BlackRock Institutional Trust increased its Walker & Dunlop (WD) stake by 62% in Q4 2016, buying an estimated $13M and bringing the position to 1,201,938 shares worth $37.5M. The position accounts for 0.01% of the portfolio, ranked #1521.

BlackRock Institutional Trust first reported a position in WD in Q2 2013 and has held it in 15 quarters since. 144 funds tracked by Wall St. Rank hold WD as of Q4 2016.

  • BlackRock Institutional Trust held 1,201,938 shares of Walker & Dunlop worth $37.5M as of Q4 2016.
  • BlackRock Institutional Trust bought 462,189 Walker & Dunlop shares in Q4 2016, an estimated $13M.
  • Walker & Dunlop made up 0.01% of BlackRock Institutional Trust's portfolio in Q4 2016, its #1521 holding.
  • BlackRock Institutional Trust first reported a position in Walker & Dunlop in Q2 2013 and has held it in 15 quarters since.
  • 144 funds tracked by Wall St. Rank held Walker & Dunlop as of Q4 2016.

Based on BlackRock Institutional Trust's 13F filing for Q4 2016, filed 10 Feb 2017.