Emerald Mutual Fund Advisers Trust’s Walker & Dunlop WD Stock Holding History

Emerald Mutual Fund Advisers Trust’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
2018 Q2	–	Sell	-50,000	Closed	-$2.97M	–	259
2018 Q1	$2.97M	Sell	50,000 -9,187	-16%	-$456K	0.12%	182
2017 Q4	$2.81M	Buy	59,187 +2,400	+4%	+$122K	0.11%	184
2017 Q3	$2.97M	Buy	+56,787	New	+$2.77M	0.12%	180
2016 Q4	–	Sell	-463,417	Closed	-$11.7M	–	305
2016 Q3	$11.7M	Sell	463,417 -136,849	-23%	-$3.48M	0.6%	67
2016 Q2	$13.7M	Buy	600,266 +10,000	+2%	+$234K	0.77%	42
2016 Q1	$14.3M	Sell	590,266 -41,740	-7%	-$987K	0.8%	43
2015 Q4	$18.2M	Buy	632,006 +4,715	+0.8%	+$136K	0.96%	28
2015 Q3	$16.4M	Sell	627,291 -15,153	-2%	-$379K	1.07%	22
2015 Q2	$17.2M	Buy	642,444 +84,533	+15%	+$1.88M	1.33%	10
2015 Q1	$10.9M	Buy	+557,911	New	+$9.47M	0.9%	41
2013 Q4	–	Sell	-258,295	Closed	-$4.11M	–	236
2013 Q3	$4.11M	Sell	258,295 -41,500	-14%	-$684K	0.57%	66
2013 Q2	$5.25M	Buy	+299,795	New	+$5.43M	0.89%	41

Other funds holding WD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Emerald Mutual Fund Advisers Trust's WD Position: Q2 2018 in Review

Emerald Mutual Fund Advisers Trust sold out of Walker & Dunlop (WD) in Q2 2018, closing a stake of 50,000 shares — an estimated $2.97M sold.

Emerald Mutual Fund Advisers Trust first reported a position in WD in Q2 2013 and held it in 12 quarters. The position peaked at $18.2M in Q4 2015. 212 funds tracked by Wall St. Rank hold WD as of Q2 2018.

Emerald Mutual Fund Advisers Trust reported no remaining Walker & Dunlop position as of Q2 2018 after selling out during the quarter.
Emerald Mutual Fund Advisers Trust sold 50,000 Walker & Dunlop shares in Q2 2018, an estimated $2.97M.
Emerald Mutual Fund Advisers Trust first reported a position in Walker & Dunlop in Q2 2013 and held it in 12 quarters.
Emerald Mutual Fund Advisers Trust's Walker & Dunlop position peaked at $18.2M in Q4 2015.
212 funds tracked by Wall St. Rank held Walker & Dunlop as of Q2 2018.

Based on Emerald Mutual Fund Advisers Trust's 13F filing for Q2 2018, filed 31 Jul 2018.