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PHH Investments’s Western Alliance Bancorporation WAL Stock Holding History

PHH Investments’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
Q4 		– Sell
-15,536
Closed -$716K – 84
2019
Q3 		$716K Sell
15,536
-362
-2% -$16.3K 0.2% 63
2019
Q2 		$711K Sell
15,898
-1,012
-6% -$45.2K 0.2% 64
2019
Q1 		$694K Sell
16,910
-145
-0.9% -$6.39K 0.2% 66
2018
Q4 		$674K Sell
17,055
-1,644
-9% -$77.7K 0.22% 64
2018
Q3 		$1.06M Sell
18,699
-356
-2% -$20.5K 0.31% 55
2018
Q2 		$1.08M Sell
19,055
-159
-0.8% -$9.53K 0.33% 46
2018
Q1 		$1.12M Buy
19,214
+7,509
+64% +$445K 0.35% 45
2017
Q4 		$663K Buy
11,705
+241
+2% +$13.4K 0.2% 63
2017
Q3 		$609K Buy
+11,464
New +$562K 0.2% 62

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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

PHH Investments's WAL Position: Q4 2019 in Review

PHH Investments sold out of Western Alliance Bancorporation (WAL) in Q4 2019, closing a stake of 15,536 shares — an estimated $716K sold.

PHH Investments first reported a position in WAL in Q3 2017 and held it in 9 quarters. The position peaked at $1.12M in Q1 2018. 371 funds tracked by Wall St. Rank hold WAL as of Q4 2019.

  • PHH Investments reported no remaining Western Alliance Bancorporation position as of Q4 2019 after selling out during the quarter.
  • PHH Investments sold 15,536 Western Alliance Bancorporation shares in Q4 2019, an estimated $716K.
  • PHH Investments first reported a position in Western Alliance Bancorporation in Q3 2017 and held it in 9 quarters.
  • PHH Investments's Western Alliance Bancorporation position peaked at $1.12M in Q1 2018.
  • 371 funds tracked by Wall St. Rank held Western Alliance Bancorporation as of Q4 2019.

Based on PHH Investments's 13F filing for Q4 2019, filed 13 Feb 2020.