Boston Advisors’s Wintrust Financial WTFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-124,806
| Closed | -$6.67M | – | 748 |
|
|
2015
Q3 | $6.67M | Buy |
124,806
+113,909
| +1,045% | +$6.09M | 0.25% | 126 |
|
|
2015
Q2 | $582K | Buy |
10,897
+40
| +0.4% | +$2.14K | 0.02% | 435 |
|
|
2015
Q1 | $518K | Buy |
10,857
+4,229
| +64% | +$202K | 0.02% | 455 |
|
|
2014
Q4 | $310K | Buy |
6,628
+878
| +15% | +$41.1K | 0.01% | 459 |
|
|
2014
Q3 | $257K | Hold |
5,750
| – | – | 0.01% | 509 |
|
|
2014
Q2 | $264K | Sell |
5,750
-358
| -6% | -$16.4K | 0.01% | 517 |
|
|
2014
Q1 | $297K | Sell |
6,108
-626
| -9% | -$30.4K | 0.01% | 473 |
|
|
2013
Q4 | $311K | Buy |
6,734
+133
| +2% | +$6.14K | 0.01% | 454 |
|
|
2013
Q3 | $271K | Hold |
6,601
| – | – | 0.01% | 452 |
|
|
2013
Q2 | $253K | Buy |
+6,601
| New | +$253K | 0.01% | 454 |
|