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WealthPLAN Partners’s Western Alliance Bancorporation WAL Stock Holding History

WealthPLAN Partners’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
2016
Q3 		– Sell
-454
Closed -$15 – 1079
2016
Q2 		$15 Buy
+454
New +$15.9K ﹤0.01% 2500

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ClearBridge Investments
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Lord, Abbett & Co
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BIT
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WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

WealthPLAN Partners's WAL Position: Q3 2016 in Review

WealthPLAN Partners sold out of Western Alliance Bancorporation (WAL) in Q3 2016, closing a stake of 454 shares — an estimated $15 sold.

WealthPLAN Partners first reported a position in WAL in Q2 2016 and held it in 1 quarter. The position peaked at $15 in Q2 2016. 258 funds tracked by Wall St. Rank hold WAL as of Q3 2016.

  • WealthPLAN Partners reported no remaining Western Alliance Bancorporation position as of Q3 2016 after selling out during the quarter.
  • WealthPLAN Partners sold 454 Western Alliance Bancorporation shares in Q3 2016, an estimated $15.
  • WealthPLAN Partners first reported a position in Western Alliance Bancorporation in Q2 2016 and held it in 1 quarter.
  • WealthPLAN Partners's Western Alliance Bancorporation position peaked at $15 in Q2 2016.
  • 258 funds tracked by Wall St. Rank held Western Alliance Bancorporation as of Q3 2016.

Based on WealthPLAN Partners's 13F filing for Q3 2016, filed 9 Dec 2016.