Invictus RG’s Walker & Dunlop WD Stock Holding History

Invictus RG’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 Q3	–	Sell	-980	Closed	-$48K	–	733
2017 Q2	$48K	Sell	980 -10,279	-91%	-$479K	0.04%	476
2017 Q1	$469K	Buy	+11,259	New	+$415K	0.32%	81

Other funds holding WD

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Invictus RG's WD Position: Q3 2017 in Review

Invictus RG sold out of Walker & Dunlop (WD) in Q3 2017, closing a stake of 980 shares — an estimated $48K sold.

Invictus RG first reported a position in WD in Q1 2017 and held it in 2 quarters. The position peaked at $469K in Q1 2017. 195 funds tracked by Wall St. Rank hold WD as of Q3 2017.

Invictus RG reported no remaining Walker & Dunlop position as of Q3 2017 after selling out during the quarter.
Invictus RG sold 980 Walker & Dunlop shares in Q3 2017, an estimated $48K.
Invictus RG first reported a position in Walker & Dunlop in Q1 2017 and held it in 2 quarters.
Invictus RG's Walker & Dunlop position peaked at $469K in Q1 2017.
195 funds tracked by Wall St. Rank held Walker & Dunlop as of Q3 2017.

Based on Invictus RG's 13F filing for Q3 2017, filed 13 Nov 2017.