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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Cavalier Investments's WD Position: Q3 2017 in Review

Cavalier Investments sold out of Walker & Dunlop (WD) in Q3 2017, closing a stake of 15,100 shares — an estimated $630K sold.

Cavalier Investments first reported a position in WD in Q3 2015 and held it in 5 quarters. The position peaked at $630K in Q2 2017. 195 funds tracked by Wall St. Rank hold WD as of Q3 2017.

Cavalier Investments reported no remaining Walker & Dunlop position as of Q3 2017 after selling out during the quarter.
Cavalier Investments sold 15,100 Walker & Dunlop shares in Q3 2017, an estimated $630K.
Cavalier Investments first reported a position in Walker & Dunlop in Q3 2015 and held it in 5 quarters.
Cavalier Investments's Walker & Dunlop position peaked at $630K in Q2 2017.
195 funds tracked by Wall St. Rank held Walker & Dunlop as of Q3 2017.

Based on Cavalier Investments's 13F filing for Q3 2017, filed 2 Nov 2017.