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

Concert 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 Q3	–	Sell	-7,833	Closed	-$385K	–	144
2017 Q2	$385K	Sell	7,833 -47	-0.6%	-$2.24K	0.37%	75
2017 Q1	$387K	Buy	+7,880	New	+$395K	0.09%	305
2016 Q3	–	Sell	-8,357	Closed	-$276K	–	1044
2016 Q2	$276K	Sell	8,357 -4	-0%	-$140	0.04%	497
2016 Q1	$278K	Hold	8,361	–	–	0.04%	480
2015 Q4	$300K	Sell	8,361 -74	-0.9%	-$2.67K	0.04%	472
2015 Q3	$255K	Buy	+8,435	New	+$273K	0.03%	531

Other funds holding WAL

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Concert Wealth Management's WAL Position: Q3 2017 in Review

Concert Wealth Management sold out of Western Alliance Bancorporation (WAL) in Q3 2017, closing a stake of 7,833 shares — an estimated $385K sold.

Concert Wealth Management first reported a position in WAL in Q3 2015 and held it in 6 quarters. The position peaked at $387K in Q1 2017. 301 funds tracked by Wall St. Rank hold WAL as of Q3 2017.

Concert Wealth Management reported no remaining Western Alliance Bancorporation position as of Q3 2017 after selling out during the quarter.
Concert Wealth Management sold 7,833 Western Alliance Bancorporation shares in Q3 2017, an estimated $385K.
Concert Wealth Management first reported a position in Western Alliance Bancorporation in Q3 2015 and held it in 6 quarters.
Concert Wealth Management's Western Alliance Bancorporation position peaked at $387K in Q1 2017.
301 funds tracked by Wall St. Rank held Western Alliance Bancorporation as of Q3 2017.

Based on Concert Wealth Management's 13F filing for Q3 2017, filed 14 Nov 2017.