Financial Architects (New Jersey)’s Western Alliance Bancorporation WAL Stock Holding History

Financial Architects (New Jersey)’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
2018 Q2	–	Sell	-613	Closed	-$36K	–	1516
2018 Q1	$36K	Sell	613 -93	-13%	-$5.51K	0.01%	710
2017 Q4	$40K	Hold	706	–	–	0.01%	752
2017 Q3	$37K	Buy	706 +35	+5%	+$1.72K	0.01%	777
2017 Q2	$33K	Sell	671 -94	-12%	-$4.47K	0.01%	816
2017 Q1	$38K	Buy	765 +58	+8%	+$2.9K	0.01%	742
2016 Q4	$34K	Hold	707	–	–	0.01%	694
2016 Q3	$27K	Buy	+707	New	+$25.1K	0.01%	762

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

Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return

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

WRF

Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

Financial Architects (New Jersey)'s WAL Position: Q2 2018 in Review

Financial Architects (New Jersey) sold out of Western Alliance Bancorporation (WAL) in Q2 2018, closing a stake of 613 shares — an estimated $36K sold.

Financial Architects (New Jersey) first reported a position in WAL in Q3 2016 and held it in 7 quarters. The position peaked at $40K in Q4 2017. 346 funds tracked by Wall St. Rank hold WAL as of Q2 2018.

Financial Architects (New Jersey) reported no remaining Western Alliance Bancorporation position as of Q2 2018 after selling out during the quarter.
Financial Architects (New Jersey) sold 613 Western Alliance Bancorporation shares in Q2 2018, an estimated $36K.
Financial Architects (New Jersey) first reported a position in Western Alliance Bancorporation in Q3 2016 and held it in 7 quarters.
Financial Architects (New Jersey)'s Western Alliance Bancorporation position peaked at $40K in Q4 2017.
346 funds tracked by Wall St. Rank held Western Alliance Bancorporation as of Q2 2018.

Based on Financial Architects (New Jersey)'s 13F filing for Q2 2018, filed 3 Aug 2018.