One Wealth Advisors’s Walker & Dunlop WD Stock Holding History

One Wealth 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
2019 Q2	–	Sell	-223	Closed	-$11K	–	475
2019 Q1	$11K	Buy	+223	New	+$11.3K	0.01%	313
2018 Q4	–	Sell	-1,110	Closed	-$59K	–	471
2018 Q3	$59K	Sell	1,110 -37	-3%	-$2.06K	0.05%	257
2018 Q2	$64K	Hold	1,147	–	–	0.05%	246
2018 Q1	$68K	Buy	1,147 +371	+48%	+$18.4K	0.06%	226
2017 Q4	$37K	Buy	+776	New	+$39.5K	0.03%	296

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

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

Norges Bank Oslo, Norway $935B AUM

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

One Wealth Advisors's WD Position: Q2 2019 in Review

One Wealth Advisors sold out of Walker & Dunlop (WD) in Q2 2019, closing a stake of 223 shares — an estimated $11K sold.

One Wealth Advisors first reported a position in WD in Q4 2017 and held it in 5 quarters. The position peaked at $68K in Q1 2018. 195 funds tracked by Wall St. Rank hold WD as of Q2 2019.

One Wealth Advisors reported no remaining Walker & Dunlop position as of Q2 2019 after selling out during the quarter.
One Wealth Advisors sold 223 Walker & Dunlop shares in Q2 2019, an estimated $11K.
One Wealth Advisors first reported a position in Walker & Dunlop in Q4 2017 and held it in 5 quarters.
One Wealth Advisors's Walker & Dunlop position peaked at $68K in Q1 2018.
195 funds tracked by Wall St. Rank held Walker & Dunlop as of Q2 2019.

Based on One Wealth Advisors's 13F filing for Q2 2019, filed 14 Aug 2019.