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

Southport 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
2016
Q3 		– Sell
-280
Closed -$6K – 459
2016
Q2 		$6K Buy
+280
New +$6.55K ﹤0.01% 459

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
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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return

Southport Capital Management's WD Position: Q3 2016 in Review

Southport Capital Management sold out of Walker & Dunlop (WD) in Q3 2016, closing a stake of 280 shares — an estimated $6K sold.

Southport Capital Management first reported a position in WD in Q2 2016 and held it in 1 quarter. The position peaked at $6K in Q2 2016. 144 funds tracked by Wall St. Rank hold WD as of Q3 2016.

  • Southport Capital Management reported no remaining Walker & Dunlop position as of Q3 2016 after selling out during the quarter.
  • Southport Capital Management sold 280 Walker & Dunlop shares in Q3 2016, an estimated $6K.
  • Southport Capital Management first reported a position in Walker & Dunlop in Q2 2016 and held it in 1 quarter.
  • Southport Capital Management's Walker & Dunlop position peaked at $6K in Q2 2016.
  • 144 funds tracked by Wall St. Rank held Walker & Dunlop as of Q3 2016.

Based on Southport Capital Management's 13F filing for Q3 2016, filed 19 Oct 2016.