Emerald Advisers’s Walker & Dunlop WD Stock Holding History

Emerald Advisers’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 Q4	–	Sell	-497,044	Closed	-$12.6M	–	313
2016 Q3	$12.6M	Sell	497,044 -343,609	-41%	-$8.73M	0.56%	69
2016 Q2	$19.1M	Buy	840,653 +3,290	+0.4%	+$77K	0.92%	29
2016 Q1	$20.3M	Sell	837,363 -4,620	-0.5%	-$109K	0.99%	24
2015 Q4	$24.3M	Buy	841,983 +61,098	+8%	+$1.76M	1.15%	18
2015 Q3	$20.4M	Sell	780,885 -22,133	-3%	-$554K	1.06%	20
2015 Q2	$21.5M	Buy	803,018 +137,239	+21%	+$3.05M	1.02%	23
2015 Q1	$13.1M	Buy	+665,779	New	+$11.3M	0.66%	45
2013 Q4	–	Sell	-376,021	Closed	-$5.98M	–	365
2013 Q3	$5.98M	Sell	376,021 -192,346	-34%	-$3.17M	0.34%	94
2013 Q2	$9.95M	Buy	+568,367	New	+$10.3M	0.61%	52

Other funds holding WD

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 Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Emerald Advisers's WD Position: Q4 2016 in Review

Emerald Advisers sold out of Walker & Dunlop (WD) in Q4 2016, closing a stake of 497,044 shares — an estimated $12.6M sold.

Emerald Advisers first reported a position in WD in Q2 2013 and held it in 9 quarters. The position peaked at $24.3M in Q4 2015. 144 funds tracked by Wall St. Rank hold WD as of Q4 2016.

Emerald Advisers reported no remaining Walker & Dunlop position as of Q4 2016 after selling out during the quarter.
Emerald Advisers sold 497,044 Walker & Dunlop shares in Q4 2016, an estimated $12.6M.
Emerald Advisers first reported a position in Walker & Dunlop in Q2 2013 and held it in 9 quarters.
Emerald Advisers's Walker & Dunlop position peaked at $24.3M in Q4 2015.
144 funds tracked by Wall St. Rank held Walker & Dunlop as of Q4 2016.

Based on Emerald Advisers's 13F filing for Q4 2016, filed 26 Jan 2017.