Caprock Group’s Walker & Dunlop WD Stock Holding History

Caprock Group’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
2017 Q4	–	Sell	-4,695	Closed	-$246K	–	498
2017 Q3	$246K	Buy	+4,695	New	+$229K	0.05%	348

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

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

Caprock Group's WD Position: Q4 2017 in Review

Caprock Group sold out of Walker & Dunlop (WD) in Q4 2017, closing a stake of 4,695 shares — an estimated $246K sold.

Caprock Group first reported a position in WD in Q3 2017 and held it in 1 quarter. The position peaked at $246K in Q3 2017. 191 funds tracked by Wall St. Rank hold WD as of Q4 2017.

Caprock Group reported no remaining Walker & Dunlop position as of Q4 2017 after selling out during the quarter.
Caprock Group sold 4,695 Walker & Dunlop shares in Q4 2017, an estimated $246K.
Caprock Group first reported a position in Walker & Dunlop in Q3 2017 and held it in 1 quarter.
Caprock Group's Walker & Dunlop position peaked at $246K in Q3 2017.
191 funds tracked by Wall St. Rank held Walker & Dunlop as of Q4 2017.

Based on Caprock Group's 13F filing for Q4 2017, filed 17 Jan 2018.