Wealthspire Advisors (Maryland)’s Walker & Dunlop WD Stock Holding History

Wealthspire Advisors (Maryland)’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
2019 Q2	–	Sell	-87	Closed	-$4K	–	2026
2019 Q1	$4K	Hold	87	–	–	﹤0.01%	1940
2018 Q4	$4K	Buy	87 +12	+16%	+$551	﹤0.01%	1877
2018 Q3	$4K	Buy	75 +5	+7%	+$278	﹤0.01%	1945
2018 Q2	$4K	Hold	70	–	–	﹤0.01%	1916
2018 Q1	$4K	Buy	70 +8	+13%	+$397	﹤0.01%	1942
2017 Q4	$3K	Buy	+62	New	+$3.16K	﹤0.01%	2033

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

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

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

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

Wealthspire Advisors (Maryland)'s WD Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Walker & Dunlop (WD) in Q2 2019, closing a stake of 87 shares — an estimated $4K sold.

Wealthspire Advisors (Maryland) first reported a position in WD in Q4 2017 and held it in 6 quarters. The position peaked at $4K in Q1 2019. 195 funds tracked by Wall St. Rank hold WD as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining Walker & Dunlop position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 87 Walker & Dunlop shares in Q2 2019, an estimated $4K.
Wealthspire Advisors (Maryland) first reported a position in Walker & Dunlop in Q4 2017 and held it in 6 quarters.
Wealthspire Advisors (Maryland)'s Walker & Dunlop position peaked at $4K in Q1 2019.
195 funds tracked by Wall St. Rank held Walker & Dunlop as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.