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USA Financial Formulas’s Western Alliance Bancorporation WAL Stock Holding History

USA Financial Formulas’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
-9,937
Closed -$563K – 414
2018
Q3 		$563K Sell
9,937
-2,176
-18% -$125K 0.14% 109
2018
Q2 		$704K Sell
12,113
-19
-0.2% -$1.14K 0.17% 121
2018
Q1 		$705K Buy
+12,132
New +$718K 0.17% 121
2016
Q4 		– Sell
-32,703
Closed -$1.23M – 355
2016
Q3 		$1.23M Buy
+32,703
New +$1.16M 0.32% 74

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 $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
ClearBridge Investments
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

USA Financial Formulas's WAL Position: Q4 2018 in Review

USA Financial Formulas sold out of Western Alliance Bancorporation (WAL) in Q4 2018, closing a stake of 9,937 shares — an estimated $563K sold.

USA Financial Formulas first reported a position in WAL in Q3 2016 and held it in 4 quarters. The position peaked at $1.23M in Q3 2016. 321 funds tracked by Wall St. Rank hold WAL as of Q4 2018.

  • USA Financial Formulas reported no remaining Western Alliance Bancorporation position as of Q4 2018 after selling out during the quarter.
  • USA Financial Formulas sold 9,937 Western Alliance Bancorporation shares in Q4 2018, an estimated $563K.
  • USA Financial Formulas first reported a position in Western Alliance Bancorporation in Q3 2016 and held it in 4 quarters.
  • USA Financial Formulas's Western Alliance Bancorporation position peaked at $1.23M in Q3 2016.
  • 321 funds tracked by Wall St. Rank held Western Alliance Bancorporation as of Q4 2018.

Based on USA Financial Formulas's 13F filing for Q4 2018, filed 14 Feb 2019.