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Acrospire Investment Management’s Wintrust Financial WTFC Stock Holding History

Acrospire Investment Management’s Portfolio WTFC Stock Details WTFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-400
Closed -$31K – 1449
2017
Q2 		$31K Sell
400
-600
-60% -$43K 0.03% 1262
2017
Q1 		$69K Buy
+1,000
New +$71.8K 0.06% 638
2016
Q3 		– Sell
-300
Closed -$15K – 2183
2016
Q2 		$15K Buy
+300
New +$15K 0.01% 1627

Other funds holding WTFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Acrospire Investment Management's WTFC Position: Q3 2017 in Review

Acrospire Investment Management sold out of Wintrust Financial (WTFC) in Q3 2017, closing a stake of 400 shares — an estimated $31K sold.

Acrospire Investment Management first reported a position in WTFC in Q2 2016 and held it in 3 quarters. The position peaked at $69K in Q1 2017. 283 funds tracked by Wall St. Rank hold WTFC as of Q3 2017.

  • Acrospire Investment Management reported no remaining Wintrust Financial position as of Q3 2017 after selling out during the quarter.
  • Acrospire Investment Management sold 400 Wintrust Financial shares in Q3 2017, an estimated $31K.
  • Acrospire Investment Management first reported a position in Wintrust Financial in Q2 2016 and held it in 3 quarters.
  • Acrospire Investment Management's Wintrust Financial position peaked at $69K in Q1 2017.
  • 283 funds tracked by Wall St. Rank held Wintrust Financial as of Q3 2017.

Based on Acrospire Investment Management's 13F filing for Q3 2017, filed 26 Oct 2017.