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Ladenburg Thalmann Financial Services’s Walker & Dunlop WD Stock Holding History

Ladenburg Thalmann Financial Services’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
Q4 		$450K Buy
6,952
+204
+3% +$12.9K ﹤0.01% 1899
2019
Q3 		$377K Buy
6,748
+825
+14% +$46.3K ﹤0.01% 1980
2019
Q2 		$319K Sell
5,923
-128
-2% -$6.78K ﹤0.01% 2106
2019
Q1 		$308K Buy
6,051
+4,092
+209% +$208K ﹤0.01% 2066
2018
Q4 		$84K Buy
1,959
+103
+6% +$4.73K ﹤0.01% 2877
2018
Q3 		$98K Buy
1,856
+164
+10% +$9.11K ﹤0.01% 2839
2018
Q2 		$101K Hold
1,692
– – ﹤0.01% 2740
2018
Q1 		$101K Buy
1,692
+1,540
+1,013% +$76.4K ﹤0.01% 2740
2017
Q4 		$7K Buy
152
+73
+92% +$3.72K ﹤0.01% 4391
2017
Q3 		$5K Hold
79
– – ﹤0.01% 4412
2017
Q2 		$4K Buy
+79
New +$3.68K ﹤0.01% 4409
2016
Q1 		– Sell
-1,080
Closed -$31K – 4821
2015
Q4 		$31K Buy
1,080
+918
+567% +$26.5K ﹤0.01% 2922
2015
Q3 		$4K Sell
162
-317
-66% -$7.93K ﹤0.01% 4057
2015
Q2 		$13K Buy
479
+300
+168% +$6.66K ﹤0.01% 3522
2015
Q1 		$4K Buy
+179
New +$3.04K ﹤0.01% 4089

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Ladenburg Thalmann Financial Services's WD Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its Walker & Dunlop (WD) stake by 3% in Q4 2019, buying an estimated $12.9K and bringing the position to 6,952 shares worth $450K. The position accounts for ﹤0.01% of the portfolio, ranked #1899.

Ladenburg Thalmann Financial Services first reported a position in WD in Q1 2015 and has held it in 15 quarters since. 222 funds tracked by Wall St. Rank hold WD as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 6,952 shares of Walker & Dunlop worth $450K as of Q4 2019.
  • Ladenburg Thalmann Financial Services bought 204 Walker & Dunlop shares in Q4 2019, an estimated $12.9K.
  • Walker & Dunlop made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #1899 holding.
  • Ladenburg Thalmann Financial Services first reported a position in Walker & Dunlop in Q1 2015 and has held it in 15 quarters since.
  • 222 funds tracked by Wall St. Rank held Walker & Dunlop as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.