AIM
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Assured Investment Management’s Wintrust Financial WTFC Stock Holding History

Assured 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
2019
Q2 		– Sell
-91,209
Closed -$6.14M – 870
2019
Q1 		$6.14M Buy
91,209
+75,367
+476% +$5.39M 0.25% 119
2018
Q4 		$1.05M Sell
15,842
-5,036
-24% -$383K 0.04% 439
2018
Q3 		$1.77M Buy
20,878
+14,125
+209% +$1.26M 0.04% 442
2018
Q2 		$588K Buy
6,753
+6,512
+2,702% +$598K 0.01% 766
2018
Q1 		$21K Buy
+241
New +$20.8K ﹤0.01% 1107
2017
Q4 		– Sell
-18,400
Closed -$1.44M – 674
2017
Q3 		$1.44M Buy
18,400
+4,235
+30% +$315K 0.05% 379
2017
Q2 		$1.08M Buy
14,165
+13,417
+1,794% +$961K 0.04% 378
2017
Q1 		$52K Buy
+748
New +$53.7K ﹤0.01% 575

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return