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

Nelson 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
2015 Q1	–	Sell	-353	Closed	-$6K	–	303
2014 Q4	$6K	Hold	353	–	–	﹤0.01%	261
2014 Q3	$5K	Hold	353	–	–	﹤0.01%	281
2014 Q2	$5K	Hold	353	–	–	﹤0.01%	276
2014 Q1	$6K	Buy	+353	New	+$5.54K	﹤0.01%	230

Other funds holding WD

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Seawolf Capital New York $52.2M AUM 30.92% 1-Year Est. Return

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

Talkot Capital Sausalito, California $73.7M AUM 8.5% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

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

Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return

EMFAT

Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Nelson Capital Management's WD Position: Q1 2015 in Review

Nelson Capital Management sold out of Walker & Dunlop (WD) in Q1 2015, closing a stake of 353 shares — an estimated $6K sold.

Nelson Capital Management first reported a position in WD in Q1 2014 and held it in 4 quarters. The position peaked at $6K in Q4 2014. 109 funds tracked by Wall St. Rank hold WD as of Q1 2015.

Nelson Capital Management reported no remaining Walker & Dunlop position as of Q1 2015 after selling out during the quarter.
Nelson Capital Management sold 353 Walker & Dunlop shares in Q1 2015, an estimated $6K.
Nelson Capital Management first reported a position in Walker & Dunlop in Q1 2014 and held it in 4 quarters.
Nelson Capital Management's Walker & Dunlop position peaked at $6K in Q4 2014.
109 funds tracked by Wall St. Rank held Walker & Dunlop as of Q1 2015.

Based on Nelson Capital Management's 13F filing for Q1 2015, filed 12 May 2015.