CAM
WD icon

Capstone Asset Management’s Walker & Dunlop WD Stock Holding History

Capstone Asset Management’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
Q2 		$469K Sell
9,610
-560
-6% -$26.1K 0.01% 943
2017
Q1 		$424K Sell
10,170
-820
-7% -$30.2K 0.01% 1025
2016
Q4 		$343K Sell
10,990
-4,140
-27% -$116K 0.01% 1218
2016
Q3 		$382K Sell
15,130
-20
-0.1% -$508 0.01% 1155
2016
Q2 		$345K Buy
15,150
+2,300
+18% +$53.8K 0.01% 1204
2016
Q1 		$312K Sell
12,850
-140
-1% -$3.31K 0.01% 1235
2015
Q4 		$374K Buy
12,990
+5,130
+65% +$148K 0.01% 1116
2015
Q3 		$205K Buy
7,860
+340
+5% +$8.51K 0.01% 1473
2015
Q2 		$201K Buy
+7,520
New +$167K 0.01% 1530

Other funds holding WD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
TA
Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Capstone Asset Management's WD Position: Q2 2017 in Review

Capstone Asset Management reduced its Walker & Dunlop (WD) stake by 5.5% in Q2 2017, selling an estimated $26.1K and leaving 9,610 shares worth $469K. The position accounts for 0.01% of the portfolio, ranked #943.

Capstone Asset Management first reported a position in WD in Q2 2015 and has held it in 9 quarters since. 190 funds tracked by Wall St. Rank hold WD as of Q2 2017.

  • Capstone Asset Management held 9,610 shares of Walker & Dunlop worth $469K as of Q2 2017.
  • Capstone Asset Management sold 560 Walker & Dunlop shares in Q2 2017, an estimated $26.1K.
  • Walker & Dunlop made up 0.01% of Capstone Asset Management's portfolio in Q2 2017, its #943 holding.
  • Capstone Asset Management first reported a position in Walker & Dunlop in Q2 2015 and has held it in 9 quarters since.
  • 190 funds tracked by Wall St. Rank held Walker & Dunlop as of Q2 2017.

Based on Capstone Asset Management's 13F filing for Q2 2017, filed 10 Jul 2017.