EDRS
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Edmond de Rothschild (Suisse)’s Walker & Dunlop WD Stock Holding History

Edmond de Rothschild (Suisse)’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 – 487
2016
Q2 		$56K Buy
+2,450
New +$57.3K 0.02% 268

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 $552B AUM 44.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 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 $3.37T AUM 44.26% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $4.25B AUM 141.71% 1-Year Est. Return

Edmond de Rothschild (Suisse)'s WD Position: Q3 2016 in Review

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

Edmond de Rothschild (Suisse) 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 (Suisse) reported no remaining Walker & Dunlop position as of Q3 2016 after selling out during the quarter.
  • Edmond de Rothschild (Suisse) sold 2,450 Walker & Dunlop shares in Q3 2016, an estimated $56K.
  • Edmond de Rothschild (Suisse) first reported a position in Walker & Dunlop in Q2 2016 and held it in 1 quarter.
  • Edmond de Rothschild (Suisse)'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 (Suisse)'s 13F filing for Q3 2016, filed 14 Nov 2016.