JOYN Advisors’s Walker & Dunlop WD Stock Holding History

JOYN Advisors’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
2019 Q1	–	Sell	-233	Closed	-$10K	–	1400
2018 Q4	$10K	Buy	233 +191	+455%	+$8.78K	﹤0.01%	984
2018 Q3	$2K	Buy	42 +15	+56%	+$833	﹤0.01%	1502
2018 Q2	$2K	Sell	27 -4	-13%	-$231	﹤0.01%	1470
2018 Q1	$2K	Buy	+31	New	+$1.54K	﹤0.01%	1114

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

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

JOYN Advisors's WD Position: Q1 2019 in Review

JOYN Advisors sold out of Walker & Dunlop (WD) in Q1 2019, closing a stake of 233 shares — an estimated $10K sold.

JOYN Advisors first reported a position in WD in Q1 2018 and held it in 4 quarters. The position peaked at $10K in Q4 2018. 205 funds tracked by Wall St. Rank hold WD as of Q1 2019.

JOYN Advisors reported no remaining Walker & Dunlop position as of Q1 2019 after selling out during the quarter.
JOYN Advisors sold 233 Walker & Dunlop shares in Q1 2019, an estimated $10K.
JOYN Advisors first reported a position in Walker & Dunlop in Q1 2018 and held it in 4 quarters.
JOYN Advisors's Walker & Dunlop position peaked at $10K in Q4 2018.
205 funds tracked by Wall St. Rank held Walker & Dunlop as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.