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Herndon Capital Management’s Western Alliance Bancorporation WAL Stock Holding History

Herndon Capital 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
2017
Q1 		– Sell
-152
Closed -$7K – 213
2016
Q4 		$7K Hold
152
– – ﹤0.01% 172
2016
Q3 		$6K Sell
152
-31
-17% -$1.1K ﹤0.01% 236
2016
Q2 		$6K Buy
183
+140
+326% +$4.92K ﹤0.01% 241
2016
Q1 		$1K Buy
+43
New +$1.34K ﹤0.01% 178

Other funds holding WAL

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Herndon Capital Management's WAL Position: Q1 2017 in Review

Herndon Capital Management sold out of Western Alliance Bancorporation (WAL) in Q1 2017, closing a stake of 152 shares — an estimated $7K sold.

Herndon Capital Management first reported a position in WAL in Q1 2016 and held it in 4 quarters. The position peaked at $7K in Q4 2016. 291 funds tracked by Wall St. Rank hold WAL as of Q1 2017.

  • Herndon Capital Management reported no remaining Western Alliance Bancorporation position as of Q1 2017 after selling out during the quarter.
  • Herndon Capital Management sold 152 Western Alliance Bancorporation shares in Q1 2017, an estimated $7K.
  • Herndon Capital Management first reported a position in Western Alliance Bancorporation in Q1 2016 and held it in 4 quarters.
  • Herndon Capital Management's Western Alliance Bancorporation position peaked at $7K in Q4 2016.
  • 291 funds tracked by Wall St. Rank held Western Alliance Bancorporation as of Q1 2017.

Based on Herndon Capital Management's 13F filing for Q1 2017, filed 10 May 2017.