Calton & Associates’s Walker & Dunlop WD Stock Holding History

Calton & Associates’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 Q1	–	Sell	-68	Closed	-$3K	–	1267
2017 Q4	$3K	Buy	+68	New	+$3.47K	﹤0.01%	1359

Other funds holding WD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Calton & Associates's WD Position: Q1 2018 in Review

Calton & Associates sold out of Walker & Dunlop (WD) in Q1 2018, closing a stake of 68 shares — an estimated $3K sold.

Calton & Associates first reported a position in WD in Q4 2017 and held it in 1 quarter. The position peaked at $3K in Q4 2017. 211 funds tracked by Wall St. Rank hold WD as of Q1 2018.

Calton & Associates reported no remaining Walker & Dunlop position as of Q1 2018 after selling out during the quarter.
Calton & Associates sold 68 Walker & Dunlop shares in Q1 2018, an estimated $3K.
Calton & Associates first reported a position in Walker & Dunlop in Q4 2017 and held it in 1 quarter.
Calton & Associates's Walker & Dunlop position peaked at $3K in Q4 2017.
211 funds tracked by Wall St. Rank held Walker & Dunlop as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.