Aperio Group’s Wintrust Financial WTFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $5.18M | Sell |
84,748
-2,574
| -3% | -$157K | 0.02% | 820 |
|
|
2020
Q3 | $3.5M | Sell |
87,322
-5,702
| -6% | -$228K | 0.01% | 875 |
|
|
2020
Q2 | $4.06M | Buy |
93,024
+30,109
| +48% | +$1.31M | 0.02% | 800 |
|
|
2020
Q1 | $2.07M | Buy |
62,915
+47,217
| +301% | +$1.55M | 0.01% | 1003 |
|
|
2019
Q4 | $1.11M | Buy |
15,698
+7,057
| +82% | +$500K | ﹤0.01% | 1387 |
|
|
2019
Q3 | $558K | Sell |
8,641
-2,768
| -24% | -$179K | ﹤0.01% | 1697 |
|
|
2019
Q2 | $835K | Buy |
11,409
+700
| +7% | +$51.2K | ﹤0.01% | 1489 |
|
|
2019
Q1 | $721K | Buy |
10,709
+545
| +5% | +$36.7K | ﹤0.01% | 1537 |
|
|
2018
Q4 | $676K | Sell |
10,164
-885
| -8% | -$58.9K | ﹤0.01% | 1514 |
|
|
2018
Q3 | $939K | Sell |
11,049
-442
| -4% | -$37.6K | ﹤0.01% | 1442 |
|
|
2018
Q2 | $1M | Buy |
11,491
+1,094
| +11% | +$95.2K | ﹤0.01% | 1387 |
|
|
2018
Q1 | $895K | Buy |
10,397
+14
| +0.1% | +$1.21K | ﹤0.01% | 1386 |
|
|
2017
Q4 | $855K | Buy |
10,383
+770
| +8% | +$63.4K | ﹤0.01% | 1396 |
|
|
2017
Q3 | $753K | Buy |
9,613
+1,466
| +18% | +$115K | ﹤0.01% | 1441 |
|
|
2017
Q2 | $623K | Buy |
8,147
+836
| +11% | +$63.9K | ﹤0.01% | 1523 |
|
|
2017
Q1 | $505K | Buy |
7,311
+176
| +2% | +$12.2K | ﹤0.01% | 1538 |
|
|
2016
Q4 | $518K | Sell |
7,135
-438
| -6% | -$31.8K | ﹤0.01% | 1487 |
|
|
2016
Q3 | $421K | Sell |
7,573
-34
| -0.4% | -$1.89K | ﹤0.01% | 1551 |
|
|
2016
Q2 | $388K | Sell |
7,607
-821
| -10% | -$41.9K | ﹤0.01% | 1526 |
|
|
2016
Q1 | $374K | Sell |
8,428
-5,530
| -40% | -$245K | ﹤0.01% | 1520 |
|
|
2015
Q4 | $677K | Buy |
13,958
+546
| +4% | +$26.5K | 0.01% | 1189 |
|
|
2015
Q3 | $717K | Buy |
13,412
+62
| +0.5% | +$3.31K | 0.01% | 1116 |
|
|
2015
Q2 | $713K | Buy |
13,350
+946
| +8% | +$50.5K | 0.01% | 1133 |
|
|
2015
Q1 | $591K | Buy |
12,404
+6,637
| +115% | +$316K | 0.01% | 1180 |
|
|
2014
Q4 | $270K | Sell |
5,767
-36
| -0.6% | -$1.69K | ﹤0.01% | 1576 |
|
|
2014
Q3 | $259K | Buy |
5,803
+344
| +6% | +$15.4K | ﹤0.01% | 1478 |
|
|
2014
Q2 | $251K | Buy |
5,459
+5
| +0.1% | +$230 | ﹤0.01% | 1492 |
|
|
2014
Q1 | $265K | Buy |
+5,454
| New | +$265K | ﹤0.01% | 1708 |
|
|
2013
Q4 | – | Sell |
-5,023
| Closed | -$206K | – | 1667 |
|
|
2013
Q3 | $206K | Buy |
+5,023
| New | +$206K | ﹤0.01% | 1628 |
|