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Kohlberg Kravis Roberts & Co’s Walker & Dunlop WD Stock Holding History

Kohlberg Kravis Roberts & Co’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
2014
Q4 		– Sell
-541,196
Closed -$7.19M – 93
2014
Q3 		$7.19M Buy
541,196
+317,550
+142% +$4.41M 0.2% 30
2014
Q2 		$3.16M Buy
223,646
+110,646
+98% +$1.69M 0.09% 39
2014
Q1 		$1.85M Buy
+113,000
New +$1.77M 0.03% 112

Other funds holding WD

FIG
Fortress Investment Group New York $394M AUM 22.99% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
TC
Talkot Capital Sausalito, California $73.7M AUM 8.5% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Kohlberg Kravis Roberts & Co's WD Position: Q4 2014 in Review

Kohlberg Kravis Roberts & Co sold out of Walker & Dunlop (WD) in Q4 2014, closing a stake of 541,196 shares — an estimated $7.19M sold.

Kohlberg Kravis Roberts & Co first reported a position in WD in Q1 2014 and held it in 3 quarters. The position peaked at $7.19M in Q3 2014. 101 funds tracked by Wall St. Rank hold WD as of Q4 2014.

  • Kohlberg Kravis Roberts & Co reported no remaining Walker & Dunlop position as of Q4 2014 after selling out during the quarter.
  • Kohlberg Kravis Roberts & Co sold 541,196 Walker & Dunlop shares in Q4 2014, an estimated $7.19M.
  • Kohlberg Kravis Roberts & Co first reported a position in Walker & Dunlop in Q1 2014 and held it in 3 quarters.
  • Kohlberg Kravis Roberts & Co's Walker & Dunlop position peaked at $7.19M in Q3 2014.
  • 101 funds tracked by Wall St. Rank held Walker & Dunlop as of Q4 2014.

Based on Kohlberg Kravis Roberts & Co's 13F filing for Q4 2014, filed 17 Feb 2015.