Ken Fisher
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Ken Fisher’s Walker & Dunlop WD Stock Holding History

Ken Fisher’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
Q1 		– Sell
-118,035
Closed -$5.61M – 832
2017
Q4 		$5.61M Buy
118,035
+11,853
+11% +$604K 0.01% 408
2017
Q3 		$5.56M Buy
106,182
+3,986
+4% +$194K 0.01% 388
2017
Q2 		$4.99M Buy
102,196
+31,810
+45% +$1.48M 0.01% 384
2017
Q1 		$2.93M Buy
70,386
+21,965
+45% +$810K ﹤0.01% 393
2016
Q4 		$1.51M Sell
48,421
-54,027
-53% -$1.51M ﹤0.01% 449
2016
Q3 		$2.59M Sell
102,448
-23,674
-19% -$602K ﹤0.01% 426
2016
Q2 		$2.95M Sell
126,122
-16,067
-11% -$376K 0.01% 424
2016
Q1 		$3.21M Buy
142,189
+103
+0.1% +$2.44K 0.01% 415
2015
Q4 		$4.09M Buy
142,086
+21,799
+18% +$629K 0.01% 367
2015
Q3 		$3.14M Buy
+120,287
New +$3.01M 0.01% 377

Other funds holding WD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
TA
Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Ken Fisher's WD Position: Q1 2018 in Review

Ken Fisher sold out of Walker & Dunlop (WD) in Q1 2018, closing a stake of 118,035 shares — an estimated $5.61M sold.

Ken Fisher first reported a position in WD in Q3 2015 and held it in 10 quarters. The position peaked at $5.61M in Q4 2017. 211 funds tracked by Wall St. Rank hold WD as of Q1 2018.

  • Ken Fisher reported no remaining Walker & Dunlop position as of Q1 2018 after selling out during the quarter.
  • Ken Fisher sold 118,035 Walker & Dunlop shares in Q1 2018, an estimated $5.61M.
  • Ken Fisher first reported a position in Walker & Dunlop in Q3 2015 and held it in 10 quarters.
  • Ken Fisher's Walker & Dunlop position peaked at $5.61M in Q4 2017.
  • 211 funds tracked by Wall St. Rank held Walker & Dunlop as of Q1 2018.

Based on Fisher Asset Management's 13F filing for Q1 2018, filed 19 Apr 2018.