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Shepherd Kaplan Krochuk’s Walker & Dunlop WD Stock Holding History

Shepherd Kaplan Krochuk’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
-8,579
Closed -$229K – 462
2015
Q2 		$229K Buy
+8,579
New +$191K 0.04% 275

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

Shepherd Kaplan Krochuk's WD Position: Q3 2015 in Review

Shepherd Kaplan Krochuk sold out of Walker & Dunlop (WD) in Q3 2015, closing a stake of 8,579 shares — an estimated $229K sold.

Shepherd Kaplan Krochuk first reported a position in WD in Q2 2015 and held it in 1 quarter. The position peaked at $229K in Q2 2015. 150 funds tracked by Wall St. Rank hold WD as of Q3 2015.

  • Shepherd Kaplan Krochuk reported no remaining Walker & Dunlop position as of Q3 2015 after selling out during the quarter.
  • Shepherd Kaplan Krochuk sold 8,579 Walker & Dunlop shares in Q3 2015, an estimated $229K.
  • Shepherd Kaplan Krochuk first reported a position in Walker & Dunlop in Q2 2015 and held it in 1 quarter.
  • Shepherd Kaplan Krochuk's Walker & Dunlop position peaked at $229K in Q2 2015.
  • 150 funds tracked by Wall St. Rank held Walker & Dunlop as of Q3 2015.

Based on Shepherd Kaplan Krochuk's 13F filing for Q3 2015, filed 16 Nov 2015.