Stifel Financial
WD icon

Stifel Financial’s Walker & Dunlop WD Stock Holding History

Stifel Financial’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
2020
Q1 		– Sell
-21,136
Closed -$1.37M – 3101
2019
Q4 		$1.37M Buy
+21,136
New +$1.34M ﹤0.01% 1603
2014
Q3 		– Sell
-15,000
Closed -$212K – 2335
2014
Q2 		$212K Buy
+15,000
New +$229K ﹤0.01% 1974

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Stifel Financial's WD Position: Q1 2020 in Review

Stifel Financial sold out of Walker & Dunlop (WD) in Q1 2020, closing a stake of 21,136 shares — an estimated $1.37M sold.

Stifel Financial first reported a position in WD in Q2 2014 and held it in 2 quarters. The position peaked at $1.37M in Q4 2019. 190 funds tracked by Wall St. Rank hold WD as of Q1 2020.

  • Stifel Financial reported no remaining Walker & Dunlop position as of Q1 2020 after selling out during the quarter.
  • Stifel Financial sold 21,136 Walker & Dunlop shares in Q1 2020, an estimated $1.37M.
  • Stifel Financial first reported a position in Walker & Dunlop in Q2 2014 and held it in 2 quarters.
  • Stifel Financial's Walker & Dunlop position peaked at $1.37M in Q4 2019.
  • 190 funds tracked by Wall St. Rank held Walker & Dunlop as of Q1 2020.

Based on Stifel Financial's 13F filing for Q1 2020, filed 14 May 2020.