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Cornerstone Advisors (Washington)’s Walker & Dunlop WD Stock Holding History

Cornerstone Advisors (Washington)’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
Q3 		– Sell
-33
Closed -$2K – 1370
2019
Q2 		$2K Hold
33
– – ﹤0.01% 1193
2019
Q1 		$2K Buy
+33
New +$1.68K ﹤0.01% 1068

Other funds holding WD

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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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Cornerstone Advisors (Washington)'s WD Position: Q3 2019 in Review

Cornerstone Advisors (Washington) sold out of Walker & Dunlop (WD) in Q3 2019, closing a stake of 33 shares — an estimated $2K sold.

Cornerstone Advisors (Washington) first reported a position in WD in Q1 2019 and held it in 2 quarters. The position peaked at $2K in Q2 2019. 202 funds tracked by Wall St. Rank hold WD as of Q3 2019.

  • Cornerstone Advisors (Washington) reported no remaining Walker & Dunlop position as of Q3 2019 after selling out during the quarter.
  • Cornerstone Advisors (Washington) sold 33 Walker & Dunlop shares in Q3 2019, an estimated $2K.
  • Cornerstone Advisors (Washington) first reported a position in Walker & Dunlop in Q1 2019 and held it in 2 quarters.
  • Cornerstone Advisors (Washington)'s Walker & Dunlop position peaked at $2K in Q2 2019.
  • 202 funds tracked by Wall St. Rank held Walker & Dunlop as of Q3 2019.

Based on Cornerstone Advisors (Washington)'s 13F filing for Q3 2019, filed 23 Oct 2019.