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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Convergence Investment Partners's WD Position: Q2 2019 in Review

Convergence Investment Partners sold out of Walker & Dunlop (WD) in Q2 2019, closing a stake of 4,789 shares — an estimated $244K sold.

Convergence Investment Partners first reported a position in WD in Q1 2017 and held it in 6 quarters. The position peaked at $1.67M in Q1 2017. 195 funds tracked by Wall St. Rank hold WD as of Q2 2019.

Convergence Investment Partners reported no remaining Walker & Dunlop position as of Q2 2019 after selling out during the quarter.
Convergence Investment Partners sold 4,789 Walker & Dunlop shares in Q2 2019, an estimated $244K.
Convergence Investment Partners first reported a position in Walker & Dunlop in Q1 2017 and held it in 6 quarters.
Convergence Investment Partners's Walker & Dunlop position peaked at $1.67M in Q1 2017.
195 funds tracked by Wall St. Rank held Walker & Dunlop as of Q2 2019.

Based on Convergence Investment Partners's 13F filing for Q2 2019, filed 23 Jul 2019.