WBI Investments’s Walker & Dunlop WD Stock Holding History

WBI Investments’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 Q2	–	Sell	-95,436	Closed	-$5.67M	–	309
2018 Q1	$5.67M	Buy	+95,436	New	+$4.73M	0.29%	68

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

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

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 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

WBI Investments's WD Position: Q2 2018 in Review

WBI Investments sold out of Walker & Dunlop (WD) in Q2 2018, closing a stake of 95,436 shares — an estimated $5.67M sold.

WBI Investments first reported a position in WD in Q1 2018 and held it in 1 quarter. The position peaked at $5.67M in Q1 2018. 212 funds tracked by Wall St. Rank hold WD as of Q2 2018.

WBI Investments reported no remaining Walker & Dunlop position as of Q2 2018 after selling out during the quarter.
WBI Investments sold 95,436 Walker & Dunlop shares in Q2 2018, an estimated $5.67M.
WBI Investments first reported a position in Walker & Dunlop in Q1 2018 and held it in 1 quarter.
WBI Investments's Walker & Dunlop position peaked at $5.67M in Q1 2018.
212 funds tracked by Wall St. Rank held Walker & Dunlop as of Q2 2018.

Based on WBI Investments's 13F filing for Q2 2018, filed 9 Aug 2018.