Private Advisor Group’s Walker & Dunlop WD Stock Holding History

Private Advisor Group’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 Q4	–	Sell	-33,868	Closed	-$2.13M	–	1743
2019 Q3	$2.13M	Buy	33,868 +26	+0.1%	+$1.46K	0.03%	525
2019 Q2	$1.8M	Buy	+33,842	New	+$1.79M	0.03%	513
2019 Q1	–	Sell	-33,867	Closed	-$1.47M	–	1607
2018 Q4	$1.47M	Buy	+33,867	New	+$1.56M	0.04%	469
2018 Q3	–	Sell	-22,552	Closed	-$1.25M	–	1653
2018 Q2	$1.25M	Buy	+22,552	New	+$1.3M	0.02%	408
2018 Q1	–	Sell	-11,276	Closed	-$536K	–	1387
2017 Q4	$536K	Hold	11,276	–	–	0.02%	633
2017 Q3	$590K	Hold	11,276	–	–	0.01%	820
2017 Q2	$551K	Hold	11,276	–	–	0.01%	787
2017 Q1	$470K	Buy	+11,276	New	+$416K	0.01%	864

Other funds holding WD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Private Advisor Group's WD Position: Q4 2019 in Review

Private Advisor Group sold out of Walker & Dunlop (WD) in Q4 2019, closing a stake of 33,868 shares — an estimated $2.13M sold.

Private Advisor Group first reported a position in WD in Q1 2017 and held it in 8 quarters. The position peaked at $2.13M in Q3 2019. 222 funds tracked by Wall St. Rank hold WD as of Q4 2019.

Private Advisor Group reported no remaining Walker & Dunlop position as of Q4 2019 after selling out during the quarter.
Private Advisor Group sold 33,868 Walker & Dunlop shares in Q4 2019, an estimated $2.13M.
Private Advisor Group first reported a position in Walker & Dunlop in Q1 2017 and held it in 8 quarters.
Private Advisor Group's Walker & Dunlop position peaked at $2.13M in Q3 2019.
222 funds tracked by Wall St. Rank held Walker & Dunlop as of Q4 2019.

Based on Private Advisor Group's 13F filing for Q4 2019, filed 10 Feb 2020.