Jefferies Group’s Walker & Dunlop WD Stock Holding History

Jefferies Group’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	-6,301	Closed	-$408K	–	2730
2019 Q4	$408K	Buy	+6,301	New	+$399K	﹤0.01%	1931
2018 Q4	–	Sell	-4,027	Closed	-$213K	–	2618
2018 Q3	$213K	Buy	+4,027	New	+$224K	﹤0.01%	2081
2018 Q1	–	Sell	-7,670	Closed	-$364K	–	2751
2017 Q4	$364K	Buy	7,670 +3,700	+93%	+$189K	﹤0.01%	1912
2017 Q3	$208K	Buy	+3,970	New	+$194K	﹤0.01%	2061
2015 Q3	–	Sell	-790	Closed	-$21K	–	3094
2015 Q2	$21K	Buy	+790	New	+$17.5K	﹤0.01%	2613

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jefferies Group's WD Position: Q1 2020 in Review

Jefferies Group sold out of Walker & Dunlop (WD) in Q1 2020, closing a stake of 6,301 shares — an estimated $408K sold.

Jefferies Group first reported a position in WD in Q2 2015 and held it in 5 quarters. The position peaked at $408K in Q4 2019. 189 funds tracked by Wall St. Rank hold WD as of Q1 2020.

Jefferies Group reported no remaining Walker & Dunlop position as of Q1 2020 after selling out during the quarter.
Jefferies Group sold 6,301 Walker & Dunlop shares in Q1 2020, an estimated $408K.
Jefferies Group first reported a position in Walker & Dunlop in Q2 2015 and held it in 5 quarters.
Jefferies Group's Walker & Dunlop position peaked at $408K in Q4 2019.
189 funds tracked by Wall St. Rank held Walker & Dunlop as of Q1 2020.

Based on Jefferies Group's 13F filing for Q1 2020, filed 15 May 2020.