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Broadview Advisors’s Walker & Dunlop WD Stock Holding History

Broadview 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
2016
Q2 		– Sell
-23,709
Closed -$575K – 98
2016
Q1 		$575K Sell
23,709
-15,841
-40% -$375K 0.08% 90
2015
Q4 		$1.14M Buy
+39,550
New +$1.14M 0.16% 79

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
EA
Emerald Advisers Leola, Pennsylvania $4.25B AUM 141.71% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.85B AUM 140.52% 1-Year Est. Return
RCM
Riverhead Capital Management Wilmington, Delaware $2.71B AUM 2.34% 1-Year Est. Return

Broadview Advisors's WD Position: Q2 2016 in Review

Broadview Advisors sold out of Walker & Dunlop (WD) in Q2 2016, closing a stake of 23,709 shares — an estimated $575K sold.

Broadview Advisors first reported a position in WD in Q4 2015 and held it in 2 quarters. The position peaked at $1.14M in Q4 2015. 159 funds tracked by Wall St. Rank hold WD as of Q2 2016.

  • Broadview Advisors reported no remaining Walker & Dunlop position as of Q2 2016 after selling out during the quarter.
  • Broadview Advisors sold 23,709 Walker & Dunlop shares in Q2 2016, an estimated $575K.
  • Broadview Advisors first reported a position in Walker & Dunlop in Q4 2015 and held it in 2 quarters.
  • Broadview Advisors's Walker & Dunlop position peaked at $1.14M in Q4 2015.
  • 159 funds tracked by Wall St. Rank held Walker & Dunlop as of Q2 2016.

Based on Broadview Advisors's 13F filing for Q2 2016, filed 11 Aug 2016.