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

Jacobus 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
Q4 		– Sell
-3,000
Closed -$113K – 225
2016
Q3 		$113K Buy
+3,000
New +$107K 0.03% 213

Other funds holding WAL

T. Rowe Price Associates
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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
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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Jacobus Wealth Management's WAL Position: Q4 2016 in Review

Jacobus Wealth Management sold out of Western Alliance Bancorporation (WAL) in Q4 2016, closing a stake of 3,000 shares — an estimated $113K sold.

Jacobus Wealth Management first reported a position in WAL in Q3 2016 and held it in 1 quarter. The position peaked at $113K in Q3 2016. 293 funds tracked by Wall St. Rank hold WAL as of Q4 2016.

  • Jacobus Wealth Management reported no remaining Western Alliance Bancorporation position as of Q4 2016 after selling out during the quarter.
  • Jacobus Wealth Management sold 3,000 Western Alliance Bancorporation shares in Q4 2016, an estimated $113K.
  • Jacobus Wealth Management first reported a position in Western Alliance Bancorporation in Q3 2016 and held it in 1 quarter.
  • Jacobus Wealth Management's Western Alliance Bancorporation position peaked at $113K in Q3 2016.
  • 293 funds tracked by Wall St. Rank held Western Alliance Bancorporation as of Q4 2016.

Based on Jacobus Wealth Management's 13F filing for Q4 2016, filed 3 Feb 2017.