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Phocas Financial Corp’s Walker & Dunlop WD Stock Holding History

Phocas Financial Corp’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
2018
Q4 		– Sell
-85,368
Closed -$4.51M – 358
2018
Q3 		$4.51M Sell
85,368
-1,609
-2% -$89.4K 0.4% 109
2018
Q2 		$4.84M Buy
86,977
+26,977
+45% +$1.56M 0.42% 105
2018
Q1 		$3.56M Buy
+60,000
New +$2.98M 0.32% 113

Other funds holding WD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
TA
Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Phocas Financial Corp's WD Position: Q4 2018 in Review

Phocas Financial Corp sold out of Walker & Dunlop (WD) in Q4 2018, closing a stake of 85,368 shares — an estimated $4.51M sold.

Phocas Financial Corp first reported a position in WD in Q1 2018 and held it in 3 quarters. The position peaked at $4.84M in Q2 2018. 187 funds tracked by Wall St. Rank hold WD as of Q4 2018.

  • Phocas Financial Corp reported no remaining Walker & Dunlop position as of Q4 2018 after selling out during the quarter.
  • Phocas Financial Corp sold 85,368 Walker & Dunlop shares in Q4 2018, an estimated $4.51M.
  • Phocas Financial Corp first reported a position in Walker & Dunlop in Q1 2018 and held it in 3 quarters.
  • Phocas Financial Corp's Walker & Dunlop position peaked at $4.84M in Q2 2018.
  • 187 funds tracked by Wall St. Rank held Walker & Dunlop as of Q4 2018.

Based on Phocas Financial Corp's 13F filing for Q4 2018, filed 15 Feb 2019.