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Gargoyle Investment Advisor’s Walker & Dunlop WD Stock Holding History

Gargoyle Investment Advisor’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
2017
Q2 		– Sell
-8,587
Closed -$358K – 198
2017
Q1 		$358K Buy
+8,587
New +$317K 0.14% 143
2016
Q2 		– Sell
-18,836
Closed -$457K – 217
2016
Q1 		$457K Hold
18,836
– – 0.15% 178
2015
Q4 		$543K Sell
18,836
-5,472
-23% -$158K 0.22% 129
2015
Q3 		$634K Hold
24,308
– – 0.26% 106
2015
Q2 		$650K Buy
+24,308
New +$540K 0.25% 113

Other funds holding WD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
TA
Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Gargoyle Investment Advisor's WD Position: Q2 2017 in Review

Gargoyle Investment Advisor sold out of Walker & Dunlop (WD) in Q2 2017, closing a stake of 8,587 shares — an estimated $358K sold.

Gargoyle Investment Advisor first reported a position in WD in Q2 2015 and held it in 5 quarters. The position peaked at $650K in Q2 2015. 190 funds tracked by Wall St. Rank hold WD as of Q2 2017.

  • Gargoyle Investment Advisor reported no remaining Walker & Dunlop position as of Q2 2017 after selling out during the quarter.
  • Gargoyle Investment Advisor sold 8,587 Walker & Dunlop shares in Q2 2017, an estimated $358K.
  • Gargoyle Investment Advisor first reported a position in Walker & Dunlop in Q2 2015 and held it in 5 quarters.
  • Gargoyle Investment Advisor's Walker & Dunlop position peaked at $650K in Q2 2015.
  • 190 funds tracked by Wall St. Rank held Walker & Dunlop as of Q2 2017.

Based on Gargoyle Investment Advisor's 13F filing for Q2 2017, filed 2 Aug 2017.