Massachusetts Financial Services
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Massachusetts Financial Services’s Walker & Dunlop WD Stock Holding History

Massachusetts 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
2017
Q4 		– Sell
-16,469
Closed -$862K – 876
2017
Q3 		$862K Buy
+16,469
New +$803K ﹤0.01% 765

Other funds holding WD

Vanguard Group
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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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Massachusetts Financial Services's WD Position: Q4 2017 in Review

Massachusetts Financial Services sold out of Walker & Dunlop (WD) in Q4 2017, closing a stake of 16,469 shares — an estimated $862K sold.

Massachusetts Financial Services first reported a position in WD in Q3 2017 and held it in 1 quarter. The position peaked at $862K in Q3 2017. 191 funds tracked by Wall St. Rank hold WD as of Q4 2017.

  • Massachusetts Financial Services reported no remaining Walker & Dunlop position as of Q4 2017 after selling out during the quarter.
  • Massachusetts Financial Services sold 16,469 Walker & Dunlop shares in Q4 2017, an estimated $862K.
  • Massachusetts Financial Services first reported a position in Walker & Dunlop in Q3 2017 and held it in 1 quarter.
  • Massachusetts Financial Services's Walker & Dunlop position peaked at $862K in Q3 2017.
  • 191 funds tracked by Wall St. Rank held Walker & Dunlop as of Q4 2017.

Based on Massachusetts Financial Services's 13F filing for Q4 2017, filed 14 Feb 2018.