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

Evercore 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
2020 Q1	–	Sell	-4,110	Closed	-$234K	–	415
2019 Q4	$234K	Buy	+4,110	New	+$210K	0.01%	367
2018 Q4	–	Sell	-4,072	Closed	-$232K	–	417
2018 Q3	$232K	Hold	4,072	–	–	0.01%	377
2018 Q2	$231K	Hold	4,072	–	–	0.01%	365
2018 Q1	$237K	Hold	4,072	–	–	0.01%	326
2017 Q4	$231K	Hold	4,072	–	–	0.01%	345
2017 Q3	$216K	Hold	4,072	–	–	0.01%	355
2017 Q2	$200K	Hold	4,072	–	–	0.01%	367
2017 Q1	$200K	Hold	4,072	–	–	0.01%	363
2016 Q4	$198K	Hold	4,072	–	–	0.01%	371
2016 Q3	$153K	Hold	4,072	–	–	0.01%	427
2016 Q2	$133K	Hold	4,072	–	–	0.01%	420
2016 Q1	$136K	Hold	4,072	–	–	0.01%	413
2015 Q4	$146K	Hold	4,072	–	–	0.01%	430
2015 Q3	$125K	Buy	+4,072	New	+$132K	0.01%	457

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

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

ClearBridge Investments New York $121B AUM 27.52% 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

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

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Evercore Wealth Management's WAL Position: Q1 2020 in Review

Evercore Wealth Management sold out of Western Alliance Bancorporation (WAL) in Q1 2020, closing a stake of 4,110 shares — an estimated $234K sold.

Evercore Wealth Management first reported a position in WAL in Q3 2015 and held it in 14 quarters. The position peaked at $237K in Q1 2018. 315 funds tracked by Wall St. Rank hold WAL as of Q1 2020.

Evercore Wealth Management reported no remaining Western Alliance Bancorporation position as of Q1 2020 after selling out during the quarter.
Evercore Wealth Management sold 4,110 Western Alliance Bancorporation shares in Q1 2020, an estimated $234K.
Evercore Wealth Management first reported a position in Western Alliance Bancorporation in Q3 2015 and held it in 14 quarters.
Evercore Wealth Management's Western Alliance Bancorporation position peaked at $237K in Q1 2018.
315 funds tracked by Wall St. Rank held Western Alliance Bancorporation as of Q1 2020.

Based on Evercore Wealth Management's 13F filing for Q1 2020, filed 14 May 2020.