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Navellier & Associates’s Walker & Dunlop WD Stock Holding History

Navellier & Associates’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
Q3 		– Sell
-19,181
Closed -$937K – 310
2017
Q2 		$937K Buy
19,181
+1,358
+8% +$63.3K 0.14% 142
2017
Q1 		$743K Buy
+17,823
New +$657K 0.11% 157
2016
Q3 		– Sell
-28,258
Closed -$644K – 318
2016
Q2 		$644K Sell
28,258
-17,855
-39% -$418K 0.1% 124
2016
Q1 		$1.12M Sell
46,113
-1,207
-3% -$28.5K 0.15% 81
2015
Q4 		$1.36M Buy
47,320
+10,753
+29% +$310K 0.15% 67
2015
Q3 		$954K Sell
36,567
-583
-2% -$14.6K 0.1% 94
2015
Q2 		$993K Buy
+37,150
New +$825K 0.09% 123

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TA
Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Navellier & Associates's WD Position: Q3 2017 in Review

Navellier & Associates sold out of Walker & Dunlop (WD) in Q3 2017, closing a stake of 19,181 shares — an estimated $937K sold.

Navellier & Associates first reported a position in WD in Q2 2015 and held it in 7 quarters. The position peaked at $1.36M in Q4 2015. 195 funds tracked by Wall St. Rank hold WD as of Q3 2017.

  • Navellier & Associates reported no remaining Walker & Dunlop position as of Q3 2017 after selling out during the quarter.
  • Navellier & Associates sold 19,181 Walker & Dunlop shares in Q3 2017, an estimated $937K.
  • Navellier & Associates first reported a position in Walker & Dunlop in Q2 2015 and held it in 7 quarters.
  • Navellier & Associates's Walker & Dunlop position peaked at $1.36M in Q4 2015.
  • 195 funds tracked by Wall St. Rank held Walker & Dunlop as of Q3 2017.

Based on Navellier & Associates's 13F filing for Q3 2017, filed 14 Nov 2017.