Buckhead Capital Management’s Wintrust Financial WTFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-5,800
| Closed | -$499K | – | 147 |
|
|
2018
Q1 | $499K | Hold |
5,800
| – | – | 0.11% | 139 |
|
|
2017
Q4 | $478K | Hold |
5,800
| – | – | 0.1% | 138 |
|
|
2017
Q3 | $454K | Hold |
5,800
| – | – | 0.1% | 143 |
|
|
2017
Q2 | $443K | Sell |
5,800
-1,760
| -23% | -$134K | 0.08% | 139 |
|
|
2017
Q1 | $523K | Sell |
7,560
-605
| -7% | -$41.9K | 0.1% | 131 |
|
|
2016
Q4 | $593K | Sell |
8,165
-5,380
| -40% | -$391K | 0.11% | 116 |
|
|
2016
Q3 | $753K | Sell |
13,545
-10,700
| -44% | -$595K | 0.14% | 109 |
|
|
2016
Q2 | $1.24M | Sell |
24,245
-6,868
| -22% | -$350K | 0.22% | 99 |
|
|
2016
Q1 | $1.38M | Buy |
31,113
+2,395
| +8% | +$106K | 0.26% | 96 |
|
|
2015
Q4 | $1.39M | Buy |
28,718
+170
| +0.6% | +$8.25K | 0.26% | 94 |
|
|
2015
Q3 | $1.53M | Sell |
28,548
-394
| -1% | -$21K | 0.3% | 88 |
|
|
2015
Q2 | $1.55M | Sell |
28,942
-20
| -0.1% | -$1.07K | 0.28% | 92 |
|
|
2015
Q1 | $1.38M | Sell |
28,962
-10,479
| -27% | -$500K | 0.24% | 102 |
|
|
2014
Q4 | $1.84M | Sell |
39,441
-533
| -1% | -$24.9K | 0.33% | 94 |
|
|
2014
Q3 | $1.79M | Sell |
39,974
-18,182
| -31% | -$812K | 0.31% | 93 |
|
|
2014
Q2 | $2.68M | Sell |
58,156
-27,414
| -32% | -$1.26M | 0.38% | 83 |
|
|
2014
Q1 | $4.16M | Buy |
85,570
+1,646
| +2% | +$80.1K | 0.53% | 62 |
|
|
2013
Q4 | $3.87M | Sell |
83,924
-3,855
| -4% | -$178K | 0.5% | 71 |
|
|
2013
Q3 | $3.61M | Sell |
87,779
-34,200
| -28% | -$1.4M | 0.5% | 68 |
|
|
2013
Q2 | $4.67M | Buy |
+121,979
| New | +$4.67M | 0.59% | 63 |
|