Convergence Investment Partners’s Western Alliance Bancorporation WAL Stock Holding History

Convergence Investment Partners’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 Q4	–	Sell	-3,555	Closed	-$164K	–	322
2019 Q3	$164K	Sell	3,555 -1,110	-24%	-$50.1K	0.05%	234
2019 Q2	$209K	Buy	+4,665	New	+$208K	0.05%	242
2015 Q3	–	Sell	-58,700	Closed	-$1.98M	–	416
2015 Q2	$1.98M	Buy	+58,700	New	+$1.87M	0.2%	177

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

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

DAM

Davis Asset Management Sausalito, California $3.95B AUM 11.79% 1-Year Est. Return

Convergence Investment Partners's WAL Position: Q4 2019 in Review

Convergence Investment Partners sold out of Western Alliance Bancorporation (WAL) in Q4 2019, closing a stake of 3,555 shares — an estimated $164K sold.

Convergence Investment Partners first reported a position in WAL in Q2 2015 and held it in 3 quarters. The position peaked at $1.98M in Q2 2015. 371 funds tracked by Wall St. Rank hold WAL as of Q4 2019.

Convergence Investment Partners reported no remaining Western Alliance Bancorporation position as of Q4 2019 after selling out during the quarter.
Convergence Investment Partners sold 3,555 Western Alliance Bancorporation shares in Q4 2019, an estimated $164K.
Convergence Investment Partners first reported a position in Western Alliance Bancorporation in Q2 2015 and held it in 3 quarters.
Convergence Investment Partners's Western Alliance Bancorporation position peaked at $1.98M in Q2 2015.
371 funds tracked by Wall St. Rank held Western Alliance Bancorporation as of Q4 2019.

Based on Convergence Investment Partners's 13F filing for Q4 2019, filed 22 Jan 2020.