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

Penn 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
2013
Q4 		– Sell
-91,299
Closed -$1.45M – 324
2013
Q3 		$1.45M Buy
91,299
+2,961
+3% +$48.8K 0.06% 241
2013
Q2 		$1.55M Buy
+88,338
New +$1.6M 0.06% 264

Other funds holding WD

FIG
Fortress Investment Group New York $394M AUM 22.99% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
TC
Talkot Capital Sausalito, California $73.7M AUM 8.5% 1-Year Est. Return
WI
WHV Investments San Francisco, California $187M AUM 14.29% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCM
Castine Capital Management Boston, Massachusetts $129M AUM 23.45% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

Penn Capital Management's WD Position: Q4 2013 in Review

Penn Capital Management sold out of Walker & Dunlop (WD) in Q4 2013, closing a stake of 91,299 shares — an estimated $1.45M sold.

Penn Capital Management first reported a position in WD in Q2 2013 and held it in 2 quarters. The position peaked at $1.55M in Q2 2013. 73 funds tracked by Wall St. Rank hold WD as of Q4 2013.

  • Penn Capital Management reported no remaining Walker & Dunlop position as of Q4 2013 after selling out during the quarter.
  • Penn Capital Management sold 91,299 Walker & Dunlop shares in Q4 2013, an estimated $1.45M.
  • Penn Capital Management first reported a position in Walker & Dunlop in Q2 2013 and held it in 2 quarters.
  • Penn Capital Management's Walker & Dunlop position peaked at $1.55M in Q2 2013.
  • 73 funds tracked by Wall St. Rank held Walker & Dunlop as of Q4 2013.

Based on Penn Capital Management's 13F filing for Q4 2013, filed 13 Feb 2014.