Rafferty Asset Management
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Rafferty Asset Management’s Walker & Dunlop WD Stock Holding History

Rafferty Asset 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
2018
Q3 		– Sell
-84,757
Closed -$4.72M – 741
2018
Q2 		$4.72M Sell
84,757
-33,358
-28% -$1.92M 0.07% 138
2018
Q1 		$7.02M Buy
118,115
+101,586
+615% +$5.04M 0.1% 100
2017
Q4 		$785K Buy
+16,529
New +$842K 0.01% 491

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
TA
Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Rafferty Asset Management's WD Position: Q3 2018 in Review

Rafferty Asset Management sold out of Walker & Dunlop (WD) in Q3 2018, closing a stake of 84,757 shares — an estimated $4.72M sold.

Rafferty Asset Management first reported a position in WD in Q4 2017 and held it in 3 quarters. The position peaked at $7.02M in Q1 2018. 206 funds tracked by Wall St. Rank hold WD as of Q3 2018.

  • Rafferty Asset Management reported no remaining Walker & Dunlop position as of Q3 2018 after selling out during the quarter.
  • Rafferty Asset Management sold 84,757 Walker & Dunlop shares in Q3 2018, an estimated $4.72M.
  • Rafferty Asset Management first reported a position in Walker & Dunlop in Q4 2017 and held it in 3 quarters.
  • Rafferty Asset Management's Walker & Dunlop position peaked at $7.02M in Q1 2018.
  • 206 funds tracked by Wall St. Rank held Walker & Dunlop as of Q3 2018.

Based on Rafferty Asset Management's 13F filing for Q3 2018, filed 9 Nov 2018.