Howe & Rusling’s Walker & Dunlop WD Stock Holding History

Howe & Rusling’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
2020 Q1	–	Sell	-30	Closed	-$2K	–	888
2019 Q4	$2K	Buy	+30	New	+$1.9K	﹤0.01%	705

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

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

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Howe & Rusling's WD Position: Q1 2020 in Review

Howe & Rusling sold out of Walker & Dunlop (WD) in Q1 2020, closing a stake of 30 shares — an estimated $2K sold.

Howe & Rusling first reported a position in WD in Q4 2019 and held it in 1 quarter. The position peaked at $2K in Q4 2019. 190 funds tracked by Wall St. Rank hold WD as of Q1 2020.

Howe & Rusling reported no remaining Walker & Dunlop position as of Q1 2020 after selling out during the quarter.
Howe & Rusling sold 30 Walker & Dunlop shares in Q1 2020, an estimated $2K.
Howe & Rusling first reported a position in Walker & Dunlop in Q4 2019 and held it in 1 quarter.
Howe & Rusling's Walker & Dunlop position peaked at $2K in Q4 2019.
190 funds tracked by Wall St. Rank held Walker & Dunlop as of Q1 2020.

Based on Howe & Rusling's 13F filing for Q1 2020, filed 14 May 2020.