EDRH
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Edmond de Rothschild Holding’s Walker & Dunlop WD Stock Holding History

Edmond de Rothschild Holding’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
2016
Q3 		– Sell
-2,450
Closed -$56K – 887
2016
Q2 		$56K Buy
+2,450
New +$57.3K ﹤0.01% 623

Other funds holding WD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return

Edmond de Rothschild Holding's WD Position: Q3 2016 in Review

Edmond de Rothschild Holding sold out of Walker & Dunlop (WD) in Q3 2016, closing a stake of 2,450 shares — an estimated $56K sold.

Edmond de Rothschild Holding first reported a position in WD in Q2 2016 and held it in 1 quarter. The position peaked at $56K in Q2 2016. 144 funds tracked by Wall St. Rank hold WD as of Q3 2016.

  • Edmond de Rothschild Holding reported no remaining Walker & Dunlop position as of Q3 2016 after selling out during the quarter.
  • Edmond de Rothschild Holding sold 2,450 Walker & Dunlop shares in Q3 2016, an estimated $56K.
  • Edmond de Rothschild Holding first reported a position in Walker & Dunlop in Q2 2016 and held it in 1 quarter.
  • Edmond de Rothschild Holding's Walker & Dunlop position peaked at $56K in Q2 2016.
  • 144 funds tracked by Wall St. Rank held Walker & Dunlop as of Q3 2016.

Based on Edmond de Rothschild Holding's 13F filing for Q3 2016, filed 14 Nov 2016.