SWP
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Stratos Wealth Partners’s Walker & Dunlop WD Stock Holding History

Stratos Wealth 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
2018
Q4 		– Sell
-492
Closed -$26K – 2492
2018
Q3 		$26K Buy
+492
New +$27.3K ﹤0.01% 1756
2018
Q1 		– Sell
-2,050
Closed -$97K – 3235
2017
Q4 		$97K Sell
2,050
-11,097
-84% -$566K ﹤0.01% 1202
2017
Q3 		$688K Buy
+13,147
New +$641K 0.03% 416

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
TA
Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Stratos Wealth Partners's WD Position: Q4 2018 in Review

Stratos Wealth Partners sold out of Walker & Dunlop (WD) in Q4 2018, closing a stake of 492 shares — an estimated $26K sold.

Stratos Wealth Partners first reported a position in WD in Q3 2017 and held it in 3 quarters. The position peaked at $688K in Q3 2017. 187 funds tracked by Wall St. Rank hold WD as of Q4 2018.

  • Stratos Wealth Partners reported no remaining Walker & Dunlop position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 492 Walker & Dunlop shares in Q4 2018, an estimated $26K.
  • Stratos Wealth Partners first reported a position in Walker & Dunlop in Q3 2017 and held it in 3 quarters.
  • Stratos Wealth Partners's Walker & Dunlop position peaked at $688K in Q3 2017.
  • 187 funds tracked by Wall St. Rank held Walker & Dunlop as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.