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

Gupta 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
2016 Q1	$150K	Sell	4,500 -1,600	-26%	-$50K	0.04%	278
2015 Q4	$219K	Buy	6,100 +4,300	+239%	+$155K	0.06%	238
2015 Q3	$55K	Hold	1,800	–	–	0.01%	438
2015 Q2	$61K	Hold	1,800	–	–	0.02%	431
2015 Q1	$53K	Buy	+1,800	New	+$50.2K	0.02%	397

Other funds holding WAL

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

SCM

Sirios Capital Management Boston, Massachusetts $822M AUM 44.91% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Gupta Wealth Management's WAL Position: Q1 2016 in Review

Gupta Wealth Management reduced its Western Alliance Bancorporation (WAL) stake by 26% in Q1 2016, selling an estimated $50K and leaving 4,500 shares worth $150K. The position accounts for 0.04% of the portfolio, ranked #278.

Gupta Wealth Management first reported a position in WAL in Q1 2015 and has held it in 5 quarters since. The position peaked at $219K in Q4 2015. 241 funds tracked by Wall St. Rank hold WAL as of Q1 2016.

Gupta Wealth Management held 4,500 shares of Western Alliance Bancorporation worth $150K as of Q1 2016.
Gupta Wealth Management sold 1,600 Western Alliance Bancorporation shares in Q1 2016, an estimated $50K.
Western Alliance Bancorporation made up 0.04% of Gupta Wealth Management's portfolio in Q1 2016, its #278 holding.
Gupta Wealth Management first reported a position in Western Alliance Bancorporation in Q1 2015 and has held it in 5 quarters since.
Gupta Wealth Management's Western Alliance Bancorporation position peaked at $219K in Q4 2015.
241 funds tracked by Wall St. Rank held Western Alliance Bancorporation as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.