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

Tradewinds 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
2020 Q1	–	Sell	-47	Closed	-$3K	–	752
2019 Q4	$3K	Hold	47	–	–	﹤0.01%	577
2019 Q3	$3K	Hold	47	–	–	﹤0.01%	505
2019 Q2	$3K	Buy	+47	New	+$2.49K	﹤0.01%	504

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

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Tradewinds Capital Management's WD Position: Q1 2020 in Review

Tradewinds Capital Management sold out of Walker & Dunlop (WD) in Q1 2020, closing a stake of 47 shares — an estimated $3K sold.

Tradewinds Capital Management first reported a position in WD in Q2 2019 and held it in 3 quarters. The position peaked at $3K in Q4 2019. 190 funds tracked by Wall St. Rank hold WD as of Q1 2020.

Tradewinds Capital Management reported no remaining Walker & Dunlop position as of Q1 2020 after selling out during the quarter.
Tradewinds Capital Management sold 47 Walker & Dunlop shares in Q1 2020, an estimated $3K.
Tradewinds Capital Management first reported a position in Walker & Dunlop in Q2 2019 and held it in 3 quarters.
Tradewinds Capital Management's Walker & Dunlop position peaked at $3K in Q4 2019.
190 funds tracked by Wall St. Rank held Walker & Dunlop as of Q1 2020.

Based on Tradewinds Capital Management's 13F filing for Q1 2020, filed 11 May 2020.