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Financial Advantage’s Walker & Dunlop WD Stock Holding History

Financial Advantage’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
2014
Q1 		– Sell
-500
Closed -$8K – 201
2013
Q4 		$8K Buy
500
+150
+43% +$2.15K 0.01% 162
2013
Q3 		$6K Buy
+350
New +$5.77K 0.01% 164

Other funds holding WD

FIG
Fortress Investment Group New York $394M AUM 22.99% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
TC
Talkot Capital Sausalito, California $73.7M AUM 8.5% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
CCM
Castine Capital Management Boston, Massachusetts $129M AUM 23.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Financial Advantage's WD Position: Q1 2014 in Review

Financial Advantage sold out of Walker & Dunlop (WD) in Q1 2014, closing a stake of 500 shares — an estimated $8K sold.

Financial Advantage first reported a position in WD in Q3 2013 and held it in 2 quarters. The position peaked at $8K in Q4 2013. 91 funds tracked by Wall St. Rank hold WD as of Q1 2014.

  • Financial Advantage reported no remaining Walker & Dunlop position as of Q1 2014 after selling out during the quarter.
  • Financial Advantage sold 500 Walker & Dunlop shares in Q1 2014, an estimated $8K.
  • Financial Advantage first reported a position in Walker & Dunlop in Q3 2013 and held it in 2 quarters.
  • Financial Advantage's Walker & Dunlop position peaked at $8K in Q4 2013.
  • 91 funds tracked by Wall St. Rank held Walker & Dunlop as of Q1 2014.

Based on Financial Advantage's 13F filing for Q1 2014, filed 9 May 2014.