Epstein & White Financial’s Western Alliance Bancorporation WAL Stock Holding History

Epstein & White Financial’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
2020 Q2	–	Sell	-9,255	Closed	-$283K	–	85
2020 Q1	$283K	Buy	9,255 +45	+0.5%	+$2.15K	0.12%	54
2019 Q4	$525K	Buy	9,210 +44	+0.5%	+$2.25K	0.23%	40
2019 Q3	$422K	Buy	9,166 +54	+0.6%	+$2.44K	0.21%	46
2019 Q2	$407K	Hold	9,112	–	–	0.22%	51
2019 Q1	$374K	Hold	9,112	–	–	0.21%	50
2018 Q4	$360K	Hold	9,112	–	–	0.22%	41
2018 Q3	$518K	Hold	9,112	–	–	0.34%	33
2018 Q2	$516K	Hold	9,112	–	–	0.38%	41
2018 Q1	$529K	Hold	9,112	–	–	0.34%	50
2017 Q4	$540K	Buy	+9,112	New	+$507K	0.31%	52

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

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

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

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

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

ClearBridge Investments New York $121B AUM 27.52% 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

Epstein & White Financial's WAL Position: Q2 2020 in Review

Epstein & White Financial sold out of Western Alliance Bancorporation (WAL) in Q2 2020, closing a stake of 9,255 shares — an estimated $283K sold.

Epstein & White Financial first reported a position in WAL in Q4 2017 and held it in 10 quarters. The position peaked at $540K in Q4 2017. 290 funds tracked by Wall St. Rank hold WAL as of Q2 2020.

Epstein & White Financial reported no remaining Western Alliance Bancorporation position as of Q2 2020 after selling out during the quarter.
Epstein & White Financial sold 9,255 Western Alliance Bancorporation shares in Q2 2020, an estimated $283K.
Epstein & White Financial first reported a position in Western Alliance Bancorporation in Q4 2017 and held it in 10 quarters.
Epstein & White Financial's Western Alliance Bancorporation position peaked at $540K in Q4 2017.
290 funds tracked by Wall St. Rank held Western Alliance Bancorporation as of Q2 2020.

Based on Epstein & White Financial's 13F filing for Q2 2020, filed 22 Jul 2020.