Catalyst Capital Advisors’s Walker & Dunlop WD Stock Holding History

Catalyst Capital 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
2020 Q1	–	Sell	-125	Closed	-$8K	–	332
2019 Q4	$8K	Hold	125	–	–	﹤0.01%	291
2019 Q3	$7K	Hold	125	–	–	﹤0.01%	375
2019 Q2	$7K	Hold	125	–	–	﹤0.01%	356
2019 Q1	$6K	Sell	125 -775	-86%	-$39.4K	﹤0.01%	351
2018 Q4	$39K	Sell	900 -15,200	-94%	-$699K	﹤0.01%	267
2018 Q3	$851K	Buy	16,100 +14,300	+794%	+$794K	0.03%	170
2018 Q2	$100K	Sell	1,800 -12,550	-87%	-$723K	﹤0.01%	272
2018 Q1	$853K	Sell	14,350 -1,100	-7%	-$54.6K	0.03%	164
2017 Q4	$734K	Sell	15,450 -6,300	-29%	-$321K	0.03%	182
2017 Q3	$1.14M	Buy	21,750 +650	+3%	+$31.7K	0.05%	159
2017 Q2	$1.03M	Buy	+21,100	New	+$984K	0.04%	176

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

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Catalyst Capital Advisors's WD Position: Q1 2020 in Review

Catalyst Capital Advisors sold out of Walker & Dunlop (WD) in Q1 2020, closing a stake of 125 shares — an estimated $8K sold.

Catalyst Capital Advisors first reported a position in WD in Q2 2017 and held it in 11 quarters. The position peaked at $1.14M in Q3 2017. 190 funds tracked by Wall St. Rank hold WD as of Q1 2020.

Catalyst Capital Advisors reported no remaining Walker & Dunlop position as of Q1 2020 after selling out during the quarter.
Catalyst Capital Advisors sold 125 Walker & Dunlop shares in Q1 2020, an estimated $8K.
Catalyst Capital Advisors first reported a position in Walker & Dunlop in Q2 2017 and held it in 11 quarters.
Catalyst Capital Advisors's Walker & Dunlop position peaked at $1.14M in Q3 2017.
190 funds tracked by Wall St. Rank held Walker & Dunlop as of Q1 2020.

Based on Catalyst Capital Advisors's 13F filing for Q1 2020, filed 12 May 2020.