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

Whitener 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
2019 Q4	–	Sell	-238	Closed	-$13K	–	431
2019 Q3	$13K	Buy	238 +1	+0.4%	+$56	0.01%	337
2019 Q2	$12K	Buy	237 +2	+0.9%	+$106	0.01%	331
2019 Q1	$12K	Buy	235 +1	+0.4%	+$51	0.01%	323
2018 Q4	$10K	Buy	234 +1	+0.4%	+$46	0.01%	321
2018 Q3	$12K	Buy	+233	New	+$12.9K	0.01%	322
2018 Q2	–	Sell	-231	Closed	-$13K	–	403
2018 Q1	$13K	Buy	231 +1	+0.4%	+$50	0.01%	313
2017 Q4	$10K	Buy	+230	New	+$11.7K	0.01%	327

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Whitener Capital Management's WD Position: Q4 2019 in Review

Whitener Capital Management sold out of Walker & Dunlop (WD) in Q4 2019, closing a stake of 238 shares — an estimated $13K sold.

Whitener Capital Management first reported a position in WD in Q4 2017 and held it in 7 quarters. The position peaked at $13K in Q3 2019. 222 funds tracked by Wall St. Rank hold WD as of Q4 2019.

Whitener Capital Management reported no remaining Walker & Dunlop position as of Q4 2019 after selling out during the quarter.
Whitener Capital Management sold 238 Walker & Dunlop shares in Q4 2019, an estimated $13K.
Whitener Capital Management first reported a position in Walker & Dunlop in Q4 2017 and held it in 7 quarters.
Whitener Capital Management's Walker & Dunlop position peaked at $13K in Q3 2019.
222 funds tracked by Wall St. Rank held Walker & Dunlop as of Q4 2019.

Based on Whitener Capital Management's 13F filing for Q4 2019, filed 12 Feb 2020.