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OFI Advisors’s Walker & Dunlop WD Stock Holding History

OFI Advisors’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
Q3 		$275K Buy
10,542
+149
+1% +$3.73K 0.02% 1041
2015
Q2 		$278K Buy
+10,393
New +$231K 0.02% 1079

Other funds holding WD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
TC
Talkot Capital Sausalito, California $73.7M AUM 8.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
EA
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

OFI Advisors's WD Position: Q3 2015 in Review

OFI Advisors increased its Walker & Dunlop (WD) stake by 1.4% in Q3 2015, buying an estimated $3.73K and bringing the position to 10,542 shares worth $275K. The position accounts for 0.02% of the portfolio, ranked #1041.

OFI Advisors first reported a position in WD in Q2 2015 and has held it in 2 quarters since. The position peaked at $278K in Q2 2015. 150 funds tracked by Wall St. Rank hold WD as of Q3 2015.

  • OFI Advisors held 10,542 shares of Walker & Dunlop worth $275K as of Q3 2015.
  • OFI Advisors bought 149 Walker & Dunlop shares in Q3 2015, an estimated $3.73K.
  • Walker & Dunlop made up 0.02% of OFI Advisors's portfolio in Q3 2015, its #1041 holding.
  • OFI Advisors first reported a position in Walker & Dunlop in Q2 2015 and has held it in 2 quarters since.
  • OFI Advisors's Walker & Dunlop position peaked at $278K in Q2 2015.
  • 150 funds tracked by Wall St. Rank held Walker & Dunlop as of Q3 2015.

Based on OFI Advisors's 13F filing for Q3 2015, filed 13 Nov 2015.