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Rotella Capital Management’s Walker & Dunlop WD Stock Holding History

Rotella Capital 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
2015
Q3 		– Sell
-16,059
Closed -$430K – 669
2015
Q2 		$430K Buy
+16,059
New +$357K 0.35% 59
2015
Q1 		– Sell
-12,100
Closed -$212K – 617
2014
Q4 		$212K Buy
+12,100
New +$192K 0.18% 134

Other funds holding WD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
TC
Talkot Capital Sausalito, California $73.7M AUM 8.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return

Rotella Capital Management's WD Position: Q3 2015 in Review

Rotella Capital Management sold out of Walker & Dunlop (WD) in Q3 2015, closing a stake of 16,059 shares — an estimated $430K sold.

Rotella Capital Management first reported a position in WD in Q4 2014 and held it in 2 quarters. The position peaked at $430K in Q2 2015. 150 funds tracked by Wall St. Rank hold WD as of Q3 2015.

  • Rotella Capital Management reported no remaining Walker & Dunlop position as of Q3 2015 after selling out during the quarter.
  • Rotella Capital Management sold 16,059 Walker & Dunlop shares in Q3 2015, an estimated $430K.
  • Rotella Capital Management first reported a position in Walker & Dunlop in Q4 2014 and held it in 2 quarters.
  • Rotella Capital Management's Walker & Dunlop position peaked at $430K in Q2 2015.
  • 150 funds tracked by Wall St. Rank held Walker & Dunlop as of Q3 2015.

Based on Rotella Capital Management's 13F filing for Q3 2015, filed 13 Nov 2015.