RCA
WAL icon

Rowland Carmichael Advisors’s Western Alliance Bancorporation WAL Stock Holding History

Rowland Carmichael 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
2017
Q2 		– Sell
-12,119
Closed -$595K – 303
2017
Q1 		$595K Buy
12,119
+3,554
+41% +$178K 0.36% 91
2016
Q4 		$417K Buy
8,565
+3,227
+60% +$139K 0.25% 125
2016
Q3 		$200K Buy
+5,338
New +$190K 0.13% 213

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Rowland Carmichael Advisors's WAL Position: Q2 2017 in Review

Rowland Carmichael Advisors sold out of Western Alliance Bancorporation (WAL) in Q2 2017, closing a stake of 12,119 shares — an estimated $595K sold.

Rowland Carmichael Advisors first reported a position in WAL in Q3 2016 and held it in 3 quarters. The position peaked at $595K in Q1 2017. 287 funds tracked by Wall St. Rank hold WAL as of Q2 2017.

  • Rowland Carmichael Advisors reported no remaining Western Alliance Bancorporation position as of Q2 2017 after selling out during the quarter.
  • Rowland Carmichael Advisors sold 12,119 Western Alliance Bancorporation shares in Q2 2017, an estimated $595K.
  • Rowland Carmichael Advisors first reported a position in Western Alliance Bancorporation in Q3 2016 and held it in 3 quarters.
  • Rowland Carmichael Advisors's Western Alliance Bancorporation position peaked at $595K in Q1 2017.
  • 287 funds tracked by Wall St. Rank held Western Alliance Bancorporation as of Q2 2017.

Based on Rowland Carmichael Advisors's 13F filing for Q2 2017, filed 10 Feb 2020.