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Index Management Solutions’s Walker & Dunlop WD Stock Holding History

Index Management Solutions’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 		– Sell
-18,475
Closed -$261K – 1138
2014
Q2 		$261K Buy
18,475
+13,078
+242% +$200K 0.03% 497
2014
Q1 		$88K Buy
+5,397
New +$84.6K 0.01% 508

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

Index Management Solutions's WD Position: Q3 2014 in Review

Index Management Solutions sold out of Walker & Dunlop (WD) in Q3 2014, closing a stake of 18,475 shares — an estimated $261K sold.

Index Management Solutions first reported a position in WD in Q1 2014 and held it in 2 quarters. The position peaked at $261K in Q2 2014. 82 funds tracked by Wall St. Rank hold WD as of Q3 2014.

  • Index Management Solutions reported no remaining Walker & Dunlop position as of Q3 2014 after selling out during the quarter.
  • Index Management Solutions sold 18,475 Walker & Dunlop shares in Q3 2014, an estimated $261K.
  • Index Management Solutions first reported a position in Walker & Dunlop in Q1 2014 and held it in 2 quarters.
  • Index Management Solutions's Walker & Dunlop position peaked at $261K in Q2 2014.
  • 82 funds tracked by Wall St. Rank held Walker & Dunlop as of Q3 2014.

Based on Index Management Solutions's 13F filing for Q3 2014, filed 13 Nov 2014.