TrueWealth LLC’s Walker & Dunlop WD Stock Holding History

TrueWealth LLC’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 Q1	–	Sell	-109	Closed	-$5K	–	921
2017 Q4	$5K	Buy	+109	New	+$5.55K	﹤0.01%	672

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

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

TrueWealth LLC's WD Position: Q1 2018 in Review

TrueWealth LLC sold out of Walker & Dunlop (WD) in Q1 2018, closing a stake of 109 shares — an estimated $5K sold.

TrueWealth LLC first reported a position in WD in Q4 2017 and held it in 1 quarter. The position peaked at $5K in Q4 2017. 211 funds tracked by Wall St. Rank hold WD as of Q1 2018.

TrueWealth LLC reported no remaining Walker & Dunlop position as of Q1 2018 after selling out during the quarter.
TrueWealth LLC sold 109 Walker & Dunlop shares in Q1 2018, an estimated $5K.
TrueWealth LLC first reported a position in Walker & Dunlop in Q4 2017 and held it in 1 quarter.
TrueWealth LLC's Walker & Dunlop position peaked at $5K in Q4 2017.
211 funds tracked by Wall St. Rank held Walker & Dunlop as of Q1 2018.

Based on TrueWealth LLC's 13F filing for Q1 2018, filed 30 Apr 2018.