HL Financial Services’s Walker & Dunlop WD Stock Holding History

HL Financial Services’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 Q1	$3.03M	Buy	59,451 +724	+1%	+$36.8K	0.05%	240
2018 Q4	$2.54M	Sell	58,727 -3,458	-6%	-$159K	0.04%	245
2018 Q3	$3.29M	Buy	62,185 +2,279	+4%	+$127K	0.05%	228
2018 Q2	$3.33M	Buy	59,906 +4,703	+9%	+$271K	0.06%	205
2018 Q1	$3.28M	Buy	55,203 +46,495	+534%	+$2.31M	0.06%	199
2017 Q4	$414K	Sell	8,708 -66,261	-88%	-$3.38M	0.01%	465
2017 Q3	$3.92M	Sell	74,969 -2,652	-3%	-$129K	0.08%	170
2017 Q2	$3.79M	Buy	77,621 +498	+0.6%	+$23.2K	0.08%	161
2017 Q1	$3.21M	Buy	+77,123	New	+$2.84M	0.07%	175

Other funds holding WD

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

HL Financial Services's WD Position: Q1 2019 in Review

HL Financial Services increased its Walker & Dunlop (WD) stake by 1.2% in Q1 2019, buying an estimated $36.8K and bringing the position to 59,451 shares worth $3.03M. The position accounts for 0.05% of the portfolio, ranked #240.

HL Financial Services first reported a position in WD in Q1 2017 and has held it in 9 quarters since. The position peaked at $3.92M in Q3 2017. 205 funds tracked by Wall St. Rank hold WD as of Q1 2019.

HL Financial Services held 59,451 shares of Walker & Dunlop worth $3.03M as of Q1 2019.
HL Financial Services bought 724 Walker & Dunlop shares in Q1 2019, an estimated $36.8K.
Walker & Dunlop made up 0.05% of HL Financial Services's portfolio in Q1 2019, its #240 holding.
HL Financial Services first reported a position in Walker & Dunlop in Q1 2017 and has held it in 9 quarters since.
HL Financial Services's Walker & Dunlop position peaked at $3.92M in Q3 2017.
205 funds tracked by Wall St. Rank held Walker & Dunlop as of Q1 2019.

Based on HL Financial Services's 13F filing for Q1 2019, filed 1 May 2019.