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AHL Partners’s Wintrust Financial WTFC Stock Holding History

AHL Partners’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
Q2 		– Sell
-12,919
Closed -$893K – 1249
2017
Q1 		$893K Sell
12,919
-2,507
-16% -$180K 0.02% 805
2016
Q4 		$1.12M Buy
+15,426
New +$958K 0.03% 640
2015
Q3 		– Sell
-104,259
Closed -$5.57M – 826
2015
Q2 		$5.57M Buy
+104,259
New +$5.25M 0.22% 137

Other funds holding WTFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

AHL Partners's WTFC Position: Q2 2017 in Review

AHL Partners sold out of Wintrust Financial (WTFC) in Q2 2017, closing a stake of 12,919 shares — an estimated $893K sold.

AHL Partners first reported a position in WTFC in Q2 2015 and held it in 3 quarters. The position peaked at $5.57M in Q2 2015. 266 funds tracked by Wall St. Rank hold WTFC as of Q2 2017.

  • AHL Partners reported no remaining Wintrust Financial position as of Q2 2017 after selling out during the quarter.
  • AHL Partners sold 12,919 Wintrust Financial shares in Q2 2017, an estimated $893K.
  • AHL Partners first reported a position in Wintrust Financial in Q2 2015 and held it in 3 quarters.
  • AHL Partners's Wintrust Financial position peaked at $5.57M in Q2 2015.
  • 266 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2017.

Based on AHL Partners's 13F filing for Q2 2017, filed 14 Aug 2017.