CI
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Cavalier Investments’s Walker & Dunlop WD Stock Holding History

Cavalier Investments’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
Q3 		– Sell
-15,100
Closed -$630K – 180
2017
Q2 		$630K Hold
15,100
– – 0.35% 66
2017
Q1 		$630K Buy
+15,100
New +$557K 0.35% 67
2016
Q2 		– Sell
-12,700
Closed -$308K – 137
2016
Q1 		$308K Hold
12,700
– – 0.18% 78
2015
Q4 		$366K Hold
12,700
– – 0.22% 74
2015
Q3 		$331K Buy
+12,700
New +$318K 0.28% 42

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
TA
Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return