UBS’s Walker & Dunlop WD Stock Holding History

UBS’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
2014 Q2	–	Sell	-902	Closed	-$15K	–	10868
2014 Q1	$15K	Sell	902 -10,326	-92%	-$162K	﹤0.01%	8462
2013 Q4	$181K	Sell	11,228 -22,681	-67%	-$325K	﹤0.01%	5406
2013 Q3	$539K	Sell	33,909 -6,132	-15%	-$101K	﹤0.01%	4053
2013 Q2	$701K	Buy	+40,041	New	+$725K	﹤0.01%	3723

Other funds holding WD

FIG

Fortress Investment Group New York $394M AUM 22.99% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Talkot Capital Sausalito, California $73.7M AUM 8.5% 1-Year Est. Return

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

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

UBS's WD Position: Q2 2014 in Review

UBS sold out of Walker & Dunlop (WD) in Q2 2014, closing a stake of 902 shares — an estimated $15K sold.

UBS first reported a position in WD in Q2 2013 and held it in 4 quarters. The position peaked at $701K in Q2 2013. 90 funds tracked by Wall St. Rank hold WD as of Q2 2014.

UBS reported no remaining Walker & Dunlop position as of Q2 2014 after selling out during the quarter.
UBS sold 902 Walker & Dunlop shares in Q2 2014, an estimated $15K.
UBS first reported a position in Walker & Dunlop in Q2 2013 and held it in 4 quarters.
UBS's Walker & Dunlop position peaked at $701K in Q2 2013.
90 funds tracked by Wall St. Rank held Walker & Dunlop as of Q2 2014.

Based on UBS's 13F filing for Q2 2014, filed 14 Aug 2014.