CIP
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Convergence Investment Partners’s Walker & Dunlop WD Stock Holding History

Convergence Investment Partners’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
2019
Q2 		– Sell
-4,789
Closed -$244K – 392
2019
Q1 		$244K Sell
4,789
-5,021
-51% -$255K 0.05% 251
2018
Q4 		$424K Buy
+9,810
New +$451K 0.1% 205
2018
Q3 		– Sell
-20,714
Closed -$1.15M – 365
2018
Q2 		$1.15M Buy
20,714
+1,064
+5% +$61.3K 0.16% 169
2018
Q1 		$1.17M Buy
+19,650
New +$975K 0.15% 211
2017
Q4 		– Sell
-27,292
Closed -$1.43M – 356
2017
Q3 		$1.43M Buy
+27,292
New +$1.33M 0.2% 194
2017
Q2 		– Sell
-39,978
Closed -$1.67M – 408
2017
Q1 		$1.67M Buy
+39,978
New +$1.47M 0.23% 161

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Boston Partners
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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return