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Assured Investment Management’s Western Alliance Bancorporation WAL Stock Holding History

Assured Investment Management’s Portfolio WAL Stock Details WAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-62,316
Closed -$2.56M – 840
2019
Q1 		$2.56M Sell
62,316
-20,302
-25% -$895K 0.03% 251
2018
Q4 		$3.26M Buy
82,618
+5,090
+7% +$241K 0.09% 270
2018
Q3 		$4.41M Sell
77,528
-2,638
-3% -$152K 0.08% 280
2018
Q2 		$4.54M Sell
80,166
-14,692
-15% -$881K 0.08% 265
2018
Q1 		$5.51M Buy
94,858
+24,788
+35% +$1.47M 0.13% 204
2017
Q4 		$3.97M Buy
70,070
+38,403
+121% +$2.14M 0.08% 270
2017
Q3 		$1.68M Buy
31,667
+115
+0.4% +$5.64K 0.03% 353
2017
Q2 		$1.55M Sell
31,552
-20,336
-39% -$968K 0.03% 311
2017
Q1 		$2.55M Buy
51,888
+15,827
+44% +$792K 0.05% 141
2016
Q4 		$1.76M Buy
36,061
+16,942
+89% +$729K 0.03% 198
2016
Q3 		$718K Sell
19,119
-62,789
-77% -$2.23M 0.02% 373
2016
Q2 		$2.67M Buy
81,908
+30,380
+59% +$1.07M 0.06% 113
2016
Q1 		$1.72M Buy
51,528
+5,312
+11% +$166K 0.04% 141
2015
Q4 		$1.66M Buy
+46,216
New +$1.67M 0.03% 175

Other funds holding WAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Assured Investment Management's WAL Position: Q2 2019 in Review

Assured Investment Management sold out of Western Alliance Bancorporation (WAL) in Q2 2019, closing a stake of 62,316 shares — an estimated $2.56M sold.

Assured Investment Management first reported a position in WAL in Q4 2015 and held it in 14 quarters. The position peaked at $5.51M in Q1 2018. 339 funds tracked by Wall St. Rank hold WAL as of Q2 2019.

  • Assured Investment Management reported no remaining Western Alliance Bancorporation position as of Q2 2019 after selling out during the quarter.
  • Assured Investment Management sold 62,316 Western Alliance Bancorporation shares in Q2 2019, an estimated $2.56M.
  • Assured Investment Management first reported a position in Western Alliance Bancorporation in Q4 2015 and held it in 14 quarters.
  • Assured Investment Management's Western Alliance Bancorporation position peaked at $5.51M in Q1 2018.
  • 339 funds tracked by Wall St. Rank held Western Alliance Bancorporation as of Q2 2019.

Based on Assured Investment Management's 13F filing for Q2 2019, filed 14 Aug 2019.