FDx Advisors’s Walker & Dunlop WD Stock Holding History

FDx Advisors’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	-10,175	Closed	-$605K	–	1108
2018 Q1	$605K	Buy	10,175 +112	+1%	+$5.56K	0.02%	676
2017 Q4	$478K	Buy	10,063 +501	+5%	+$25.5K	0.01%	830
2017 Q3	$500K	Buy	+9,562	New	+$466K	0.01%	805

Other funds holding WD

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

BlackRock New York $6.73T AUM 46.02% 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

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

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

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

Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

FDx Advisors's WD Position: Q2 2018 in Review

FDx Advisors sold out of Walker & Dunlop (WD) in Q2 2018, closing a stake of 10,175 shares — an estimated $605K sold.

FDx Advisors first reported a position in WD in Q3 2017 and held it in 3 quarters. The position peaked at $605K in Q1 2018. 212 funds tracked by Wall St. Rank hold WD as of Q2 2018.

FDx Advisors reported no remaining Walker & Dunlop position as of Q2 2018 after selling out during the quarter.
FDx Advisors sold 10,175 Walker & Dunlop shares in Q2 2018, an estimated $605K.
FDx Advisors first reported a position in Walker & Dunlop in Q3 2017 and held it in 3 quarters.
FDx Advisors's Walker & Dunlop position peaked at $605K in Q1 2018.
212 funds tracked by Wall St. Rank held Walker & Dunlop as of Q2 2018.

Based on FDx Advisors's 13F filing for Q2 2018, filed 8 Aug 2018.