WI
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WHV Investments’s Walker & Dunlop WD Stock Holding History

WHV 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
2016
Q1 		– Sell
-25,565
Closed -$737K – 98
2015
Q4 		$737K Sell
25,565
-64,585
-72% -$1.86M 0.03% 52
2015
Q3 		$2.48M Sell
90,150
-26,490
-23% -$663K 0.07% 37
2015
Q2 		$3.12M Sell
116,640
-22,125
-16% -$491K 0.07% 37
2015
Q1 		$2.46M Sell
138,765
-129,475
-48% -$2.2M 0.05% 48
2014
Q4 		$4.71M Sell
268,240
-7,840
-3% -$125K 0.08% 66
2014
Q3 		$3.67M Buy
276,080
+6,250
+2% +$86.7K 0.05% 89
2014
Q2 		$3.81M Sell
269,830
-47,500
-15% -$725K 0.05% 92
2014
Q1 		$5.19M Sell
317,330
-891,270
-74% -$14M 0.07% 84
2013
Q4 		$19.5M Buy
1,208,600
+409,100
+51% +$5.86M 0.2% 72
2013
Q3 		$12.7M Buy
+799,500
New +$13.2M 0.13% 106

Other funds holding WD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return

WHV Investments's WD Position: Q1 2016 in Review

WHV Investments sold out of Walker & Dunlop (WD) in Q1 2016, closing a stake of 25,565 shares — an estimated $737K sold.

WHV Investments first reported a position in WD in Q3 2013 and held it in 10 quarters. The position peaked at $19.5M in Q4 2013. 155 funds tracked by Wall St. Rank hold WD as of Q1 2016.

  • WHV Investments reported no remaining Walker & Dunlop position as of Q1 2016 after selling out during the quarter.
  • WHV Investments sold 25,565 Walker & Dunlop shares in Q1 2016, an estimated $737K.
  • WHV Investments first reported a position in Walker & Dunlop in Q3 2013 and held it in 10 quarters.
  • WHV Investments's Walker & Dunlop position peaked at $19.5M in Q4 2013.
  • 155 funds tracked by Wall St. Rank held Walker & Dunlop as of Q1 2016.

Based on WHV Investments's 13F filing for Q1 2016, filed 11 May 2016.