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Arcadia Investment Management’s Wintrust Financial WTFC Stock Holding History

Arcadia 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
Q4 		– Sell
-470
Closed -$37K – 380
2017
Q3 		$37K Hold
470
– – 0.01% 245
2017
Q2 		$36K Hold
470
– – 0.01% 249
2017
Q1 		$32K Buy
+470
New +$33.8K 0.01% 270
2016
Q4 		– Sell
-815
Closed -$45K – 344
2016
Q3 		$45K Hold
815
– – 0.02% 207
2016
Q2 		$42K Buy
+815
New +$40.8K 0.01% 215

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 $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Arcadia Investment Management's WTFC Position: Q4 2017 in Review

Arcadia Investment Management sold out of Wintrust Financial (WTFC) in Q4 2017, closing a stake of 470 shares — an estimated $37K sold.

Arcadia Investment Management first reported a position in WTFC in Q2 2016 and held it in 5 quarters. The position peaked at $45K in Q3 2016. 309 funds tracked by Wall St. Rank hold WTFC as of Q4 2017.

  • Arcadia Investment Management reported no remaining Wintrust Financial position as of Q4 2017 after selling out during the quarter.
  • Arcadia Investment Management sold 470 Wintrust Financial shares in Q4 2017, an estimated $37K.
  • Arcadia Investment Management first reported a position in Wintrust Financial in Q2 2016 and held it in 5 quarters.
  • Arcadia Investment Management's Wintrust Financial position peaked at $45K in Q3 2016.
  • 309 funds tracked by Wall St. Rank held Wintrust Financial as of Q4 2017.

Based on Arcadia Investment Management's 13F filing for Q4 2017, filed 30 Jan 2018.