JIM
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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

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Boston Partners
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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 $31.6B AUM 19.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM