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Calvert Investment Management’s Wintrust Financial WTFC Stock Holding History

Calvert Investment Management’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
Q1 		– Sell
-3,703
Closed -$269K – 621
2016
Q4 		$269K Buy
+3,703
New +$230K 0.01% 695

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
PIM
Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

Calvert Investment Management's WTFC Position: Q1 2017 in Review

Calvert Investment Management sold out of Wintrust Financial (WTFC) in Q1 2017, closing a stake of 3,703 shares — an estimated $269K sold.

Calvert Investment Management first reported a position in WTFC in Q4 2016 and held it in 1 quarter. The position peaked at $269K in Q4 2016. 273 funds tracked by Wall St. Rank hold WTFC as of Q1 2017.

  • Calvert Investment Management reported no remaining Wintrust Financial position as of Q1 2017 after selling out during the quarter.
  • Calvert Investment Management sold 3,703 Wintrust Financial shares in Q1 2017, an estimated $269K.
  • Calvert Investment Management first reported a position in Wintrust Financial in Q4 2016 and held it in 1 quarter.
  • Calvert Investment Management's Wintrust Financial position peaked at $269K in Q4 2016.
  • 273 funds tracked by Wall St. Rank held Wintrust Financial as of Q1 2017.

Based on Calvert Investment Management's 13F filing for Q1 2017.