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Horizon Investment Services’s Walker & Dunlop WD Stock Holding History

Horizon Investment 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
2017
Q4 		– Sell
-42,898
Closed -$2.25M – 110
2017
Q3 		$2.25M Buy
+42,898
New +$2.09M 0.95% 37

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Boston Partners
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JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Horizon Investment Services's WD Position: Q4 2017 in Review

Horizon Investment Services sold out of Walker & Dunlop (WD) in Q4 2017, closing a stake of 42,898 shares — an estimated $2.25M sold.

Horizon Investment Services first reported a position in WD in Q3 2017 and held it in 1 quarter. The position peaked at $2.25M in Q3 2017. 191 funds tracked by Wall St. Rank hold WD as of Q4 2017.

  • Horizon Investment Services reported no remaining Walker & Dunlop position as of Q4 2017 after selling out during the quarter.
  • Horizon Investment Services sold 42,898 Walker & Dunlop shares in Q4 2017, an estimated $2.25M.
  • Horizon Investment Services first reported a position in Walker & Dunlop in Q3 2017 and held it in 1 quarter.
  • Horizon Investment Services's Walker & Dunlop position peaked at $2.25M in Q3 2017.
  • 191 funds tracked by Wall St. Rank held Walker & Dunlop as of Q4 2017.

Based on Horizon Investment Services's 13F filing for Q4 2017, filed 13 Feb 2018.