Magnus Financial Group’s Walker & Dunlop WD Stock Holding History

Magnus Financial Group’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
2020 Q1	–	Sell	-4,873	Closed	-$315K	–	694
2019 Q4	$315K	Hold	4,873	–	–	0.05%	279
2019 Q3	$273K	Hold	4,873	–	–	0.05%	298
2019 Q2	$259K	Hold	4,873	–	–	0.05%	333
2019 Q1	$248K	Hold	4,873	–	–	0.05%	332
2018 Q4	$211K	Buy	+4,873	New	+$224K	0.06%	337

Other funds holding WD

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Magnus Financial Group's WD Position: Q1 2020 in Review

Magnus Financial Group sold out of Walker & Dunlop (WD) in Q1 2020, closing a stake of 4,873 shares — an estimated $315K sold.

Magnus Financial Group first reported a position in WD in Q4 2018 and held it in 5 quarters. The position peaked at $315K in Q4 2019. 190 funds tracked by Wall St. Rank hold WD as of Q1 2020.

Magnus Financial Group reported no remaining Walker & Dunlop position as of Q1 2020 after selling out during the quarter.
Magnus Financial Group sold 4,873 Walker & Dunlop shares in Q1 2020, an estimated $315K.
Magnus Financial Group first reported a position in Walker & Dunlop in Q4 2018 and held it in 5 quarters.
Magnus Financial Group's Walker & Dunlop position peaked at $315K in Q4 2019.
190 funds tracked by Wall St. Rank held Walker & Dunlop as of Q1 2020.

Based on Magnus Financial Group's 13F filing for Q1 2020, filed 11 May 2020.