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Stoneridge Investment Partners’s Walker & Dunlop WD Stock Holding History

Stoneridge Investment Partners’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
-53,355
Closed -$1.22M – 317
2016
Q2 		$1.22M Buy
+53,355
New +$1.25M 0.18% 154

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Dimensional Fund Advisors
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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

Stoneridge Investment Partners's WD Position: Q3 2016 in Review

Stoneridge Investment Partners sold out of Walker & Dunlop (WD) in Q3 2016, closing a stake of 53,355 shares — an estimated $1.22M sold.

Stoneridge Investment Partners first reported a position in WD in Q2 2016 and held it in 1 quarter. The position peaked at $1.22M in Q2 2016. 144 funds tracked by Wall St. Rank hold WD as of Q3 2016.

  • Stoneridge Investment Partners reported no remaining Walker & Dunlop position as of Q3 2016 after selling out during the quarter.
  • Stoneridge Investment Partners sold 53,355 Walker & Dunlop shares in Q3 2016, an estimated $1.22M.
  • Stoneridge Investment Partners first reported a position in Walker & Dunlop in Q2 2016 and held it in 1 quarter.
  • Stoneridge Investment Partners's Walker & Dunlop position peaked at $1.22M in Q2 2016.
  • 144 funds tracked by Wall St. Rank held Walker & Dunlop as of Q3 2016.

Based on Stoneridge Investment Partners's 13F filing for Q3 2016, filed 28 Oct 2016.