Brown Advisory’s Wintrust Financial WTFC Stock Holding History

Brown Advisory’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
2018 Q1	–	Sell	-2,591	Closed	-$213K	–	1291
2017 Q4	$213K	Buy	+2,591	New	+$209K	﹤0.01%	1145

Other funds holding WTFC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Brown Advisory's WTFC Position: Q1 2018 in Review

Brown Advisory sold out of Wintrust Financial (WTFC) in Q1 2018, closing a stake of 2,591 shares — an estimated $213K sold.

Brown Advisory first reported a position in WTFC in Q4 2017 and held it in 1 quarter. The position peaked at $213K in Q4 2017. 300 funds tracked by Wall St. Rank hold WTFC as of Q1 2018.

Brown Advisory reported no remaining Wintrust Financial position as of Q1 2018 after selling out during the quarter.
Brown Advisory sold 2,591 Wintrust Financial shares in Q1 2018, an estimated $213K.
Brown Advisory first reported a position in Wintrust Financial in Q4 2017 and held it in 1 quarter.
Brown Advisory's Wintrust Financial position peaked at $213K in Q4 2017.
300 funds tracked by Wall St. Rank held Wintrust Financial as of Q1 2018.

Based on Brown Advisory's 13F filing for Q1 2018, filed 14 May 2018.