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Bellwether Investment Group’s Western Alliance Bancorporation WAL Stock Holding History

Bellwether Investment 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
2017
Q2 		– Sell
-407
Closed -$20K – 606
2017
Q1 		$20K Sell
407
-13
-3% -$651 0.05% 316
2016
Q4 		$20K Buy
+420
New +$18.1K 0.02% 465
2016
Q2 		$55K Buy
+1,685
New +$59.2K 0.06% 236

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Bellwether Investment Group's WAL Position: Q2 2017 in Review

Bellwether Investment Group sold out of Western Alliance Bancorporation (WAL) in Q2 2017, closing a stake of 407 shares — an estimated $20K sold.

Bellwether Investment Group first reported a position in WAL in Q2 2016 and held it in 3 quarters. The position peaked at $55K in Q2 2016. 288 funds tracked by Wall St. Rank hold WAL as of Q2 2017.

  • Bellwether Investment Group reported no remaining Western Alliance Bancorporation position as of Q2 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 407 Western Alliance Bancorporation shares in Q2 2017, an estimated $20K.
  • Bellwether Investment Group first reported a position in Western Alliance Bancorporation in Q2 2016 and held it in 3 quarters.
  • Bellwether Investment Group's Western Alliance Bancorporation position peaked at $55K in Q2 2016.
  • 288 funds tracked by Wall St. Rank held Western Alliance Bancorporation as of Q2 2017.

Based on Bellwether Investment Group's 13F filing for Q2 2017, filed 8 Aug 2017.