PIA
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Piedmont Investment Advisors’s Walker & Dunlop WD Stock Holding History

Piedmont Investment 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
-6,989
Closed -$356K – 1269
2019
Q1 		$356K Buy
6,989
+169
+2% +$8.58K 0.01% 716
2018
Q4 		$295K Buy
6,820
+212
+3% +$9.74K 0.01% 735
2018
Q3 		$349K Buy
6,608
+38
+0.6% +$2.11K 0.01% 707
2018
Q2 		$366K Buy
6,570
+580
+10% +$33.4K 0.02% 547
2018
Q1 		$356K Buy
5,990
+179
+3% +$8.88K 0.01% 511
2017
Q4 		$276K Sell
5,811
-383
-6% -$19.5K 0.01% 594
2017
Q3 		$324K Buy
6,194
+113
+2% +$5.51K 0.01% 543
2017
Q2 		$297K Buy
+6,081
New +$284K 0.01% 563

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Piedmont Investment Advisors's WD Position: Q2 2019 in Review

Piedmont Investment Advisors sold out of Walker & Dunlop (WD) in Q2 2019, closing a stake of 6,989 shares — an estimated $356K sold.

Piedmont Investment Advisors first reported a position in WD in Q2 2017 and held it in 8 quarters. The position peaked at $366K in Q2 2018. 195 funds tracked by Wall St. Rank hold WD as of Q2 2019.

  • Piedmont Investment Advisors reported no remaining Walker & Dunlop position as of Q2 2019 after selling out during the quarter.
  • Piedmont Investment Advisors sold 6,989 Walker & Dunlop shares in Q2 2019, an estimated $356K.
  • Piedmont Investment Advisors first reported a position in Walker & Dunlop in Q2 2017 and held it in 8 quarters.
  • Piedmont Investment Advisors's Walker & Dunlop position peaked at $366K in Q2 2018.
  • 195 funds tracked by Wall St. Rank held Walker & Dunlop as of Q2 2019.

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