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Alpha Windward’s Wintrust Financial WTFC Stock Holding History

Alpha Windward’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
2019
Q4 		– Sell
-174
Closed -$11K – 458
2019
Q3 		$11K Hold
174
– – 0.01% 367
2019
Q2 		$12K Sell
174
-18
-9% -$1.31K 0.01% 364
2019
Q1 		$13K Hold
192
– – 0.01% 361
2018
Q4 		$13K Buy
+192
New +$14.6K 0.01% 354
2016
Q4 		– Sell
-8,040
Closed -$447K – 469
2016
Q3 		$447K Buy
8,040
+180
+2% +$9.69K 0.31% 91
2016
Q2 		$401K Buy
+7,860
New +$393K 0.29% 139
2015
Q4 		– Sell
-8,220
Closed -$439K – 478
2015
Q3 		$439K Sell
8,220
-1,080
-12% -$57.1K 0.32% 68
2015
Q2 		$496K Buy
+9,300
New +$468K 0.33% 67

Other funds holding WTFC

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $1.47T AUM 27.86% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return