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Catamount Wealth Management’s Western Alliance Bancorporation WAL Stock Holding History

Catamount Wealth 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
2017
Q4 		– Sell
-500
Closed -$27K – 211
2017
Q3 		$27K Hold
500
– – 0.02% 103
2017
Q2 		$25K Sell
500
-4,425
-90% -$211K 0.02% 108
2017
Q1 		$242K Buy
+4,925
New +$247K 0.17% 34

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
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

Catamount Wealth Management's WAL Position: Q4 2017 in Review

Catamount Wealth Management sold out of Western Alliance Bancorporation (WAL) in Q4 2017, closing a stake of 500 shares — an estimated $27K sold.

Catamount Wealth Management first reported a position in WAL in Q1 2017 and held it in 3 quarters. The position peaked at $242K in Q1 2017. 323 funds tracked by Wall St. Rank hold WAL as of Q4 2017.

  • Catamount Wealth Management reported no remaining Western Alliance Bancorporation position as of Q4 2017 after selling out during the quarter.
  • Catamount Wealth Management sold 500 Western Alliance Bancorporation shares in Q4 2017, an estimated $27K.
  • Catamount Wealth Management first reported a position in Western Alliance Bancorporation in Q1 2017 and held it in 3 quarters.
  • Catamount Wealth Management's Western Alliance Bancorporation position peaked at $242K in Q1 2017.
  • 323 funds tracked by Wall St. Rank held Western Alliance Bancorporation as of Q4 2017.

Based on Catamount Wealth Management's 13F filing for Q4 2017, filed 13 Feb 2018.