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Jupiter Investment Management’s Walker & Dunlop WD Stock Holding History

Jupiter Investment Management’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
2018
Q3 		– Sell
-103,342
Closed -$5.75M – 460
2018
Q2 		$5.75M Buy
103,342
+65,225
+171% +$3.76M 0.04% 194
2018
Q1 		$2.26M Buy
+38,117
New +$1.89M 0.02% 236
2017
Q4 		– Sell
-4,563
Closed -$238K – 439
2017
Q3 		$238K Buy
+4,563
New +$222K ﹤0.01% 299
2016
Q4 		– Sell
-3,249
Closed -$82K – 433
2016
Q3 		$82K Sell
3,249
-24,775
-88% -$630K ﹤0.01% 328
2016
Q2 		$638K Buy
28,024
+11,540
+70% +$270K 0.01% 321
2016
Q1 		$400K Buy
+16,484
New +$390K 0.01% 379

Other funds holding WD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
TA
Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Jupiter Investment Management's WD Position: Q3 2018 in Review

Jupiter Investment Management sold out of Walker & Dunlop (WD) in Q3 2018, closing a stake of 103,342 shares — an estimated $5.75M sold.

Jupiter Investment Management first reported a position in WD in Q1 2016 and held it in 6 quarters. The position peaked at $5.75M in Q2 2018. 206 funds tracked by Wall St. Rank hold WD as of Q3 2018.

  • Jupiter Investment Management reported no remaining Walker & Dunlop position as of Q3 2018 after selling out during the quarter.
  • Jupiter Investment Management sold 103,342 Walker & Dunlop shares in Q3 2018, an estimated $5.75M.
  • Jupiter Investment Management first reported a position in Walker & Dunlop in Q1 2016 and held it in 6 quarters.
  • Jupiter Investment Management's Walker & Dunlop position peaked at $5.75M in Q2 2018.
  • 206 funds tracked by Wall St. Rank held Walker & Dunlop as of Q3 2018.

Based on Jupiter Investment Management's 13F filing for Q3 2018, filed 17 Oct 2018.