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Beacon Financial Group’s Western Alliance Bancorporation WAL Stock Holding History

Beacon Financial Group’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
2016
Q3 		– Sell
-10,052
Closed -$325K – 191
2016
Q2 		$325K Buy
+10,052
New +$353K 0.07% 149

Other funds holding WAL

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Beacon Financial Group's WAL Position: Q3 2016 in Review

Beacon Financial Group sold out of Western Alliance Bancorporation (WAL) in Q3 2016, closing a stake of 10,052 shares — an estimated $325K sold.

Beacon Financial Group first reported a position in WAL in Q2 2016 and held it in 1 quarter. The position peaked at $325K in Q2 2016. 257 funds tracked by Wall St. Rank hold WAL as of Q3 2016.

  • Beacon Financial Group reported no remaining Western Alliance Bancorporation position as of Q3 2016 after selling out during the quarter.
  • Beacon Financial Group sold 10,052 Western Alliance Bancorporation shares in Q3 2016, an estimated $325K.
  • Beacon Financial Group first reported a position in Western Alliance Bancorporation in Q2 2016 and held it in 1 quarter.
  • Beacon Financial Group's Western Alliance Bancorporation position peaked at $325K in Q2 2016.
  • 257 funds tracked by Wall St. Rank held Western Alliance Bancorporation as of Q3 2016.

Based on Beacon Financial Group's 13F filing for Q3 2016, filed 3 Oct 2016.