Systematic Financial Management’s Walker & Dunlop WD Stock Holding History

Systematic Financial 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 Q4	–	Sell	-23,830	Closed	-$1.26M	–	692
2018 Q3	$1.26M	Sell	23,830 -820	-3%	-$45.5K	0.03%	494
2018 Q2	$1.37M	Sell	24,650 -880	-3%	-$50.7K	0.03%	429
2018 Q1	$1.52M	Buy	+25,530	New	+$1.27M	0.03%	297
2017 Q4	–	Sell	-6,555	Closed	-$343K	–	669
2017 Q3	$343K	Sell	6,555 -40,160	-86%	-$1.96M	0.01%	603
2017 Q2	$2.28M	Buy	+46,715	New	+$2.18M	0.04%	331
2015 Q4	–	Sell	-147,120	Closed	-$3.84M	–	663
2015 Q3	$3.84M	Buy	147,120 +45,708	+45%	+$1.14M	0.04%	307
2015 Q2	$2.71M	Buy	+101,412	New	+$2.25M	0.02%	366
2015 Q1	–	Sell	-132,335	Closed	-$2.32M	–	724
2014 Q4	$2.32M	Buy	+132,335	New	+$2.1M	0.02%	454

Other funds holding WD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

Systematic Financial Management's WD Position: Q4 2018 in Review

Systematic Financial Management sold out of Walker & Dunlop (WD) in Q4 2018, closing a stake of 23,830 shares — an estimated $1.26M sold.

Systematic Financial Management first reported a position in WD in Q4 2014 and held it in 8 quarters. The position peaked at $3.84M in Q3 2015. 187 funds tracked by Wall St. Rank hold WD as of Q4 2018.

Systematic Financial Management reported no remaining Walker & Dunlop position as of Q4 2018 after selling out during the quarter.
Systematic Financial Management sold 23,830 Walker & Dunlop shares in Q4 2018, an estimated $1.26M.
Systematic Financial Management first reported a position in Walker & Dunlop in Q4 2014 and held it in 8 quarters.
Systematic Financial Management's Walker & Dunlop position peaked at $3.84M in Q3 2015.
187 funds tracked by Wall St. Rank held Walker & Dunlop as of Q4 2018.

Based on Systematic Financial Management's 13F filing for Q4 2018, filed 13 Feb 2019.