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B. Riley Wealth Advisors’s Western Alliance Bancorporation WAL Stock Holding History

B. Riley Wealth Advisors’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
2015
Q1 		– Sell
-2,750
Closed -$76K – 1969
2014
Q4 		$76K Buy
+2,750
New +$70.9K ﹤0.01% 1868
2014
Q3 		– Sell
-3,310
Closed -$78.8K – 1877
2014
Q2 		$78.8K Buy
+3,310
New +$77.7K 0.02% 829

Other funds holding WAL

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
NIMC
NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

B. Riley Wealth Advisors's WAL Position: Q1 2015 in Review

B. Riley Wealth Advisors sold out of Western Alliance Bancorporation (WAL) in Q1 2015, closing a stake of 2,750 shares — an estimated $76K sold.

B. Riley Wealth Advisors first reported a position in WAL in Q2 2014 and held it in 2 quarters. The position peaked at $78.8K in Q2 2014. 187 funds tracked by Wall St. Rank hold WAL as of Q1 2015.

  • B. Riley Wealth Advisors reported no remaining Western Alliance Bancorporation position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 2,750 Western Alliance Bancorporation shares in Q1 2015, an estimated $76K.
  • B. Riley Wealth Advisors first reported a position in Western Alliance Bancorporation in Q2 2014 and held it in 2 quarters.
  • B. Riley Wealth Advisors's Western Alliance Bancorporation position peaked at $78.8K in Q2 2014.
  • 187 funds tracked by Wall St. Rank held Western Alliance Bancorporation as of Q1 2015.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2015, filed 14 May 2015.