LMCG Investments’s Walker & Dunlop WD Stock Holding History

LMCG Investments’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
2015 Q3	$569K	Buy	21,829 +1,928	+10%	+$48.2K	0.01%	425
2015 Q2	$532K	Sell	19,901 -3,260	-14%	-$72.4K	0.01%	414
2015 Q1	$411K	Buy	+23,161	New	+$393K	0.01%	487

Other funds holding WD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Talkot Capital Sausalito, California $73.7M AUM 8.5% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return

EMFAT

Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return

LMCG Investments's WD Position: Q3 2015 in Review

LMCG Investments increased its Walker & Dunlop (WD) stake by 9.7% in Q3 2015, buying an estimated $48.2K and bringing the position to 21,829 shares worth $569K. The position accounts for 0.01% of the portfolio, ranked #425.

LMCG Investments first reported a position in WD in Q1 2015 and has held it in 3 quarters since. 150 funds tracked by Wall St. Rank hold WD as of Q3 2015.

LMCG Investments held 21,829 shares of Walker & Dunlop worth $569K as of Q3 2015.
LMCG Investments bought 1,928 Walker & Dunlop shares in Q3 2015, an estimated $48.2K.
Walker & Dunlop made up 0.01% of LMCG Investments's portfolio in Q3 2015, its #425 holding.
LMCG Investments first reported a position in Walker & Dunlop in Q1 2015 and has held it in 3 quarters since.
150 funds tracked by Wall St. Rank held Walker & Dunlop as of Q3 2015.

Based on LMCG Investments's 13F filing for Q3 2015, filed 4 Nov 2015.