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Ground Swell Capital’s Walker & Dunlop WD Stock Holding History

Ground Swell Capital’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
Q3 		$5K Buy
380
+237
+166% +$3.29K 0.01% 1482
2014
Q2 		$2K Buy
+143
New +$2.18K ﹤0.01% 1545

Other funds holding WD

FIG
Fortress Investment Group New York $394M AUM 22.99% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 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
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return

Ground Swell Capital's WD Position: Q3 2014 in Review

Ground Swell Capital increased its Walker & Dunlop (WD) stake by 166% in Q3 2014, buying an estimated $3.29K and bringing the position to 380 shares worth $5K. The position accounts for 0.01% of the portfolio, ranked #1482.

Ground Swell Capital first reported a position in WD in Q2 2014 and has held it in 2 quarters since. 82 funds tracked by Wall St. Rank hold WD as of Q3 2014.

  • Ground Swell Capital held 380 shares of Walker & Dunlop worth $5K as of Q3 2014.
  • Ground Swell Capital bought 237 Walker & Dunlop shares in Q3 2014, an estimated $3.29K.
  • Walker & Dunlop made up 0.01% of Ground Swell Capital's portfolio in Q3 2014, its #1482 holding.
  • Ground Swell Capital first reported a position in Walker & Dunlop in Q2 2014 and has held it in 2 quarters since.
  • 82 funds tracked by Wall St. Rank held Walker & Dunlop as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.