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Bellwether Investment Group’s Wintrust Financial WTFC Stock Holding History

Bellwether Investment Group’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
-3,566
Closed -$279K – 74
2017
Q3 		$279K Sell
3,566
-100
-3% -$7.43K 1.31% 32
2017
Q2 		$280K Buy
3,666
+14
+0.4% +$1K 1.3% 35
2017
Q1 		$252K Buy
3,652
+470
+15% +$33.8K 0.66% 44
2016
Q4 		$231K Buy
+3,182
New +$198K 0.21% 118

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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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bellwether Investment Group's WTFC Position: Q4 2017 in Review

Bellwether Investment Group sold out of Wintrust Financial (WTFC) in Q4 2017, closing a stake of 3,566 shares — an estimated $279K sold.

Bellwether Investment Group first reported a position in WTFC in Q4 2016 and held it in 4 quarters. The position peaked at $280K in Q2 2017. 309 funds tracked by Wall St. Rank hold WTFC as of Q4 2017.

  • Bellwether Investment Group reported no remaining Wintrust Financial position as of Q4 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 3,566 Wintrust Financial shares in Q4 2017, an estimated $279K.
  • Bellwether Investment Group first reported a position in Wintrust Financial in Q4 2016 and held it in 4 quarters.
  • Bellwether Investment Group's Wintrust Financial position peaked at $280K in Q2 2017.
  • 309 funds tracked by Wall St. Rank held Wintrust Financial as of Q4 2017.

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