Broadview Advisors’s Western Alliance Bancorporation WAL Stock Holding History

Broadview 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
2019 Q2	$8.56M	Sell	191,450 -9,950	-5%	-$444K	2.64%	8
2019 Q1	$8.27M	Sell	201,400 -15,000	-7%	-$661K	2.25%	9
2018 Q4	$8.55M	Sell	216,400 -80,275	-27%	-$3.79M	2.46%	8
2018 Q3	$16.9M	Sell	296,675 -7,150	-2%	-$412K	2.88%	2
2018 Q2	$17.2M	Sell	303,825 -12,150	-4%	-$728K	2.75%	3
2018 Q1	$18.4M	Sell	315,975 -17,825	-5%	-$1.06M	3.01%	2
2017 Q4	$18.9M	Buy	333,800 +2,050	+0.6%	+$114K	2.69%	3
2017 Q3	$17.6M	Sell	331,750 -65,600	-17%	-$3.22M	2.57%	5
2017 Q2	$19.6M	Sell	397,350 -650	-0.2%	-$30.9K	2.89%	6
2017 Q1	$19.5M	Sell	398,000 -25,900	-6%	-$1.3M	2.7%	4
2016 Q4	$20.6M	Buy	423,900 +4,850	+1%	+$209K	2.76%	5
2016 Q3	$15.7M	Buy	419,050 +152,400	+57%	+$5.42M	2.23%	11
2016 Q2	$8.71M	Buy	266,650 +80,600	+43%	+$2.83M	1.3%	30
2016 Q1	$6.21M	Buy	+186,050	New	+$5.82M	0.89%	51

Other funds holding WAL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Broadview Advisors's WAL Position: Q2 2019 in Review

Broadview Advisors reduced its Western Alliance Bancorporation (WAL) stake by 4.9% in Q2 2019, selling an estimated $444K and leaving 191,450 shares worth $8.56M. The position accounts for 2.64% of the portfolio, ranked #8.

Broadview Advisors first reported a position in WAL in Q1 2016 and has held it in 14 quarters since. The position peaked at $20.6M in Q4 2016. 339 funds tracked by Wall St. Rank hold WAL as of Q2 2019.

Broadview Advisors held 191,450 shares of Western Alliance Bancorporation worth $8.56M as of Q2 2019.
Broadview Advisors sold 9,950 Western Alliance Bancorporation shares in Q2 2019, an estimated $444K.
Western Alliance Bancorporation made up 2.64% of Broadview Advisors's portfolio in Q2 2019, its #8 holding.
Broadview Advisors first reported a position in Western Alliance Bancorporation in Q1 2016 and has held it in 14 quarters since.
Broadview Advisors's Western Alliance Bancorporation position peaked at $20.6M in Q4 2016.
339 funds tracked by Wall St. Rank held Western Alliance Bancorporation as of Q2 2019.

Based on Broadview Advisors's 13F filing for Q2 2019, filed 14 Aug 2019.