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BA
Boston Advisors’s
Wintrust Financial
WTFC
Stock Holding History
Boston Advisors’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
2015
Q4
–
Sell
-124,806
Closed
-$6.67M
–
748
2015
Q3
$6.67M
Buy
124,806
+113,909
+1,045%
+$6.02M
0.25%
126
2015
Q2
$582K
Buy
10,897
+40
+0.4%
+$2.02K
0.02%
435
2015
Q1
$518K
Buy
10,857
+4,229
+64%
+$195K
0.02%
455
2014
Q4
$310K
Buy
6,628
+878
+15%
+$39.8K
0.01%
459
2014
Q3
$257K
Hold
5,750
–
–
0.01%
509
2014
Q2
$264K
Sell
5,750
-358
-6%
-$16.2K
0.01%
517
2014
Q1
$297K
Sell
6,108
-626
-9%
-$28.8K
0.01%
473
2013
Q4
$311K
Buy
6,734
+133
+2%
+$5.88K
0.01%
454
2013
Q3
$271K
Hold
6,601
–
–
0.01%
452
2013
Q2
$253K
Buy
+6,601
New
+$243K
0.01%
454
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30.42%
1-Year Est. Return
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BFA
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1-Year Est. Return
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$145B AUM
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1-Year Est. Return
State Street
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$2.9T AUM
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1-Year Est. Return
Massachusetts Financial Services
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$298B AUM
21.96%
1-Year Est. Return
BIT
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$675B AUM
16.07%
1-Year Est. Return
WHG
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Dallas, Texas
$13.7B AUM
21.48%
1-Year Est. Return
T. Rowe Price Associates
Baltimore, Maryland
$865B AUM
30.76%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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