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Loring Wolcott & Coolidge Fiduciary Advisors’s Western Alliance Bancorporation WAL Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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
2019
Q3 		– Sell
-80
Closed -$4K – 739
2019
Q2 		$4K Buy
+80
New +$3.57K ﹤0.01% 632

Other funds holding WAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's WAL Position: Q3 2019 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Western Alliance Bancorporation (WAL) in Q3 2019, closing a stake of 80 shares — an estimated $4K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in WAL in Q2 2019 and held it in 1 quarter. The position peaked at $4K in Q2 2019. 338 funds tracked by Wall St. Rank hold WAL as of Q3 2019.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Western Alliance Bancorporation position as of Q3 2019 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 80 Western Alliance Bancorporation shares in Q3 2019, an estimated $4K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Western Alliance Bancorporation in Q2 2019 and held it in 1 quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Western Alliance Bancorporation position peaked at $4K in Q2 2019.
  • 338 funds tracked by Wall St. Rank held Western Alliance Bancorporation as of Q3 2019.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q3 2019, filed 5 Nov 2019.