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Matarin Capital Management’s Walker & Dunlop WD Stock Holding History

Matarin Capital Management’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
2018
Q1 		– Sell
-103,259
Closed -$4.9M – 317
2017
Q4 		$4.9M Sell
103,259
-157,166
-60% -$8.01M 0.38% 105
2017
Q3 		$13.6M Buy
260,425
+21,930
+9% +$1.07M 1.16% 5
2017
Q2 		$11.6M Buy
238,495
+575
+0.2% +$26.8K 1.08% 11
2017
Q1 		$9.92M Buy
237,920
+31,220
+15% +$1.15M 0.98% 19
2016
Q4 		$6.45M Sell
206,700
-481
-0.2% -$13.5K 0.73% 37
2016
Q3 		$5.23M Sell
207,181
-13,878
-6% -$353K 0.58% 81
2016
Q2 		$5.04M Sell
221,059
-44,195
-17% -$1.03M 0.68% 55
2016
Q1 		$6.44M Buy
265,254
+60,263
+29% +$1.42M 0.9% 23
2015
Q4 		$5.91M Buy
+204,991
New +$5.91M 0.88% 22

Other funds holding WD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
TA
Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Matarin Capital Management's WD Position: Q1 2018 in Review

Matarin Capital Management sold out of Walker & Dunlop (WD) in Q1 2018, closing a stake of 103,259 shares — an estimated $4.9M sold.

Matarin Capital Management first reported a position in WD in Q4 2015 and held it in 9 quarters. The position peaked at $13.6M in Q3 2017. 211 funds tracked by Wall St. Rank hold WD as of Q1 2018.

  • Matarin Capital Management reported no remaining Walker & Dunlop position as of Q1 2018 after selling out during the quarter.
  • Matarin Capital Management sold 103,259 Walker & Dunlop shares in Q1 2018, an estimated $4.9M.
  • Matarin Capital Management first reported a position in Walker & Dunlop in Q4 2015 and held it in 9 quarters.
  • Matarin Capital Management's Walker & Dunlop position peaked at $13.6M in Q3 2017.
  • 211 funds tracked by Wall St. Rank held Walker & Dunlop as of Q1 2018.

Based on Matarin Capital Management's 13F filing for Q1 2018, filed 10 May 2018.