Miles Capital’s Walker & Dunlop WD Stock Holding History

Miles Capital’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	-3,293	Closed	-$213K	–	184
2019 Q4	$213K	Buy	+3,293	New	+$208K	0.17%	171

Other funds holding WD

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Miles Capital's WD Position: Q1 2020 in Review

Miles Capital sold out of Walker & Dunlop (WD) in Q1 2020, closing a stake of 3,293 shares — an estimated $213K sold.

Miles Capital first reported a position in WD in Q4 2019 and held it in 1 quarter. The position peaked at $213K in Q4 2019. 189 funds tracked by Wall St. Rank hold WD as of Q1 2020.

Miles Capital reported no remaining Walker & Dunlop position as of Q1 2020 after selling out during the quarter.
Miles Capital sold 3,293 Walker & Dunlop shares in Q1 2020, an estimated $213K.
Miles Capital first reported a position in Walker & Dunlop in Q4 2019 and held it in 1 quarter.
Miles Capital's Walker & Dunlop position peaked at $213K in Q4 2019.
189 funds tracked by Wall St. Rank held Walker & Dunlop as of Q1 2020.

Based on Miles Capital's 13F filing for Q1 2020, filed 13 May 2020.