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Origin Asset Management’s Walker & Dunlop WD Stock Holding History

Origin Asset 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
2017
Q4 		– Sell
-8,749
Closed -$458K – 124
2017
Q3 		$458K Hold
8,749
– – 0.03% 84
2017
Q2 		$427K Hold
8,749
– – 0.03% 89
2017
Q1 		$365K Hold
8,749
– – 0.02% 101
2016
Q4 		$273K Hold
8,749
– – 0.02% 150
2016
Q3 		$221K Buy
+8,749
New +$222K 0.01% 145
2016
Q2 		– Sell
-8,749
Closed -$212K – 139
2016
Q1 		$212K Hold
8,749
– – 0.01% 130
2015
Q4 		$252K Buy
+8,749
New +$252K 0.02% 117

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
TA
Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Origin Asset Management's WD Position: Q4 2017 in Review

Origin Asset Management sold out of Walker & Dunlop (WD) in Q4 2017, closing a stake of 8,749 shares — an estimated $458K sold.

Origin Asset Management first reported a position in WD in Q4 2015 and held it in 7 quarters. The position peaked at $458K in Q3 2017. 191 funds tracked by Wall St. Rank hold WD as of Q4 2017.

  • Origin Asset Management reported no remaining Walker & Dunlop position as of Q4 2017 after selling out during the quarter.
  • Origin Asset Management sold 8,749 Walker & Dunlop shares in Q4 2017, an estimated $458K.
  • Origin Asset Management first reported a position in Walker & Dunlop in Q4 2015 and held it in 7 quarters.
  • Origin Asset Management's Walker & Dunlop position peaked at $458K in Q3 2017.
  • 191 funds tracked by Wall St. Rank held Walker & Dunlop as of Q4 2017.

Based on Origin Asset Management's 13F filing for Q4 2017, filed 13 Feb 2018.