Sheets Smith Wealth Management’s Western Alliance Bancorporation WAL Stock Holding History

Sheets Smith 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
2018 Q4	–	Sell	-14,601	Closed	-$831K	–	322
2018 Q3	$831K	Sell	14,601 -517	-3%	-$29.8K	0.17%	146
2018 Q2	$856K	Buy	15,118 +168	+1%	+$10.1K	0.2%	124
2018 Q1	$869K	Sell	14,950 -251	-2%	-$14.9K	0.21%	127
2017 Q4	$861K	Buy	15,201 +252	+2%	+$14K	0.2%	134
2017 Q3	$793K	Sell	14,949 -78	-0.5%	-$3.83K	0.2%	138
2017 Q2	$739K	Sell	15,027 -628	-4%	-$29.9K	0.2%	132
2017 Q1	$769K	Sell	15,655 -194	-1%	-$9.71K	0.2%	139
2016 Q4	$772K	Sell	15,849 -660	-4%	-$28.4K	0.22%	136
2016 Q3	$620K	Buy	+16,509	New	+$587K	0.17%	161
2016 Q1	–	Sell	-22,044	Closed	-$790K	–	264
2015 Q4	$790K	Buy	+22,044	New	+$795K	0.24%	125

Other funds holding WAL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

Sheets Smith Wealth Management's WAL Position: Q4 2018 in Review

Sheets Smith Wealth Management sold out of Western Alliance Bancorporation (WAL) in Q4 2018, closing a stake of 14,601 shares — an estimated $831K sold.

Sheets Smith Wealth Management first reported a position in WAL in Q4 2015 and held it in 10 quarters. The position peaked at $869K in Q1 2018. 321 funds tracked by Wall St. Rank hold WAL as of Q4 2018.

Sheets Smith Wealth Management reported no remaining Western Alliance Bancorporation position as of Q4 2018 after selling out during the quarter.
Sheets Smith Wealth Management sold 14,601 Western Alliance Bancorporation shares in Q4 2018, an estimated $831K.
Sheets Smith Wealth Management first reported a position in Western Alliance Bancorporation in Q4 2015 and held it in 10 quarters.
Sheets Smith Wealth Management's Western Alliance Bancorporation position peaked at $869K in Q1 2018.
321 funds tracked by Wall St. Rank held Western Alliance Bancorporation as of Q4 2018.

Based on Sheets Smith Wealth Management's 13F filing for Q4 2018, filed 11 Jan 2019.