Financial Gravity Asset Management’s Walker & Dunlop WD Stock Holding History

Financial Gravity Asset Management’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
2019 Q4	$65K	Buy	+4	New	+$253	0.04%	509
2019 Q2	–	Sell	-9	Closed	–	–	1693
2019 Q1	$0	Buy	+9	New	+$457	﹤0.01%	1563
2018 Q3	$0	Buy	+3	New	+$167	﹤0.01%	1640

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

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

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

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Financial Gravity Asset Management's WD Position: Q4 2019 in Review

Financial Gravity Asset Management opened a new position in Walker & Dunlop (WD) in Q4 2019: 4 shares worth $65K. The stake represents 0.04% of the portfolio and ranks #509 among its holdings. This is a return to the name: Financial Gravity Asset Management previously reported a position in WD as recently as Q1 2019.

Financial Gravity Asset Management first reported a position in WD in Q3 2018 and has held it in 3 quarters since. 222 funds tracked by Wall St. Rank hold WD as of Q4 2019.

Financial Gravity Asset Management held 4 shares of Walker & Dunlop worth $65K as of Q4 2019.
Walker & Dunlop was a new Financial Gravity Asset Management position in Q4 2019.
Walker & Dunlop made up 0.04% of Financial Gravity Asset Management's portfolio in Q4 2019, its #509 holding.
Financial Gravity Asset Management first reported a position in Walker & Dunlop in Q3 2018 and has held it in 3 quarters since.
222 funds tracked by Wall St. Rank held Walker & Dunlop as of Q4 2019.

Based on Financial Gravity Asset Management's 13F filing for Q4 2019, filed 28 Feb 2020.