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PAG
Private Advisor Group’s
Walker & Dunlop
WD
Stock Holding History
Private Advisor Group’s Portfolio
WD Stock Details
WD Fund Activity
Bought
Maintained
Sold
Shares
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
$5.72T AUM
30.48%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
Boston Partners
Boston, Massachusetts
$95.5B AUM
28.4%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$432B AUM
30.22%
1-Year Est. Return
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
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Norges Bank
Oslo, Norway
$935B AUM
Northern Trust
Chicago, Illinois
$757B AUM
28.64%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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