Ownership history in MCF Advisors LLC Β· 7 quarters on record
This page tracks every 13F SEC filing in which MCF Advisors LLC reported a position in WESTERN ALLIANCE BANCORP (WAL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π MCF Advisors LLC underperformed the S&P 500 by β21.2% annually on this WAL position. Timing score: 0% (0/4 decisions correct). Average cost basis: $71.47. Maximum drawdown during holding period: β10.4%.
β Significantly underperformed the S&P 500 by 21.2% ann.
6 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
0 of 4 add/trim decisions correct
Best entry: $60.57 (2022 Q3) Β· Worst: $84.13 (2024 Q3)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
3 adds Β· 2 trims. Bought during 1 of 3 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.0% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size