Neuburgh Advisers’s Walker & Dunlop WD Stock Holding History

Neuburgh Advisers’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
2019 Q3	$219K	Hold	3,916	–	–	0.01%	656
2019 Q2	$208K	Hold	3,916	–	–	0.01%	683
2019 Q1	$199K	Hold	3,916	–	–	0.01%	677
2018 Q4	$169K	Hold	3,916	–	–	0.01%	682
2018 Q3	$207K	Buy	3,916 +682	+21%	+$37.9K	0.01%	693
2018 Q2	$180K	Hold	3,234	–	–	0.01%	679
2018 Q1	$192K	Hold	3,234	–	–	0.01%	652
2017 Q4	$154K	Buy	3,234 +440	+16%	+$22.4K	0.01%	715
2017 Q3	$146K	Buy	2,794 +484	+21%	+$23.6K	0.01%	684
2017 Q2	$113K	Buy	2,310 +946	+69%	+$44.1K	﹤0.01%	704
2017 Q1	$57K	Buy	1,364 +66	+5%	+$2.43K	﹤0.01%	738
2016 Q4	$41K	Buy	+1,298	New	+$36.4K	﹤0.01%	773

Other funds holding WD

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Neuburgh Advisers's WD Position: Q3 2019 in Review

Neuburgh Advisers held its Walker & Dunlop (WD) position steady in Q3 2019 at 3,916 shares worth $219K. The position accounts for 0.01% of the portfolio, ranked #656.

Neuburgh Advisers first reported a position in WD in Q4 2016 and has held it in 12 quarters since. 202 funds tracked by Wall St. Rank hold WD as of Q3 2019.

Neuburgh Advisers held 3,916 shares of Walker & Dunlop worth $219K as of Q3 2019.
Neuburgh Advisers left its Walker & Dunlop share count unchanged in Q3 2019.
Walker & Dunlop made up 0.01% of Neuburgh Advisers's portfolio in Q3 2019, its #656 holding.
Neuburgh Advisers first reported a position in Walker & Dunlop in Q4 2016 and has held it in 12 quarters since.
202 funds tracked by Wall St. Rank held Walker & Dunlop as of Q3 2019.

Based on Neuburgh Advisers's 13F filing for Q3 2019, filed 14 Nov 2019.