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

Stevens 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
2018 Q3	–	Sell	-9,492	Closed	-$528K	–	983
2018 Q2	$528K	Buy	+9,492	New	+$547K	0.02%	537
2016 Q4	–	Sell	-11,965	Closed	-$302K	–	1135
2016 Q3	$302K	Buy	11,965 +2,652	+28%	+$67.4K	0.01%	699
2016 Q2	$212K	Buy	+9,313	New	+$218K	0.01%	767
2014 Q3	–	Sell	-10,942	Closed	-$154K	–	1275
2014 Q2	$154K	Buy	+10,942	New	+$167K	﹤0.01%	963

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Stevens Capital Management's WD Position: Q3 2018 in Review

Stevens Capital Management sold out of Walker & Dunlop (WD) in Q3 2018, closing a stake of 9,492 shares — an estimated $528K sold.

Stevens Capital Management first reported a position in WD in Q2 2014 and held it in 4 quarters. The position peaked at $528K in Q2 2018. 206 funds tracked by Wall St. Rank hold WD as of Q3 2018.

Stevens Capital Management reported no remaining Walker & Dunlop position as of Q3 2018 after selling out during the quarter.
Stevens Capital Management sold 9,492 Walker & Dunlop shares in Q3 2018, an estimated $528K.
Stevens Capital Management first reported a position in Walker & Dunlop in Q2 2014 and held it in 4 quarters.
Stevens Capital Management's Walker & Dunlop position peaked at $528K in Q2 2018.
206 funds tracked by Wall St. Rank held Walker & Dunlop as of Q3 2018.

Based on Stevens Capital Management's 13F filing for Q3 2018, filed 13 Nov 2018.