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Cambiar Investors’s Wintrust Financial WTFC Stock Holding History

Cambiar Investors’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
2016
Q3 		– Sell
-570,227
Closed -$29.1M – 169
2016
Q2 		$29.1M Sell
570,227
-48,851
-8% -$2.44M 0.41% 67
2016
Q1 		$27.4M Buy
+619,078
New +$26.5M 0.39% 94

Other funds holding WTFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Cambiar Investors's WTFC Position: Q3 2016 in Review

Cambiar Investors sold out of Wintrust Financial (WTFC) in Q3 2016, closing a stake of 570,227 shares — an estimated $29.1M sold.

Cambiar Investors first reported a position in WTFC in Q1 2016 and held it in 2 quarters. The position peaked at $29.1M in Q2 2016. 217 funds tracked by Wall St. Rank hold WTFC as of Q3 2016.

  • Cambiar Investors reported no remaining Wintrust Financial position as of Q3 2016 after selling out during the quarter.
  • Cambiar Investors sold 570,227 Wintrust Financial shares in Q3 2016, an estimated $29.1M.
  • Cambiar Investors first reported a position in Wintrust Financial in Q1 2016 and held it in 2 quarters.
  • Cambiar Investors's Wintrust Financial position peaked at $29.1M in Q2 2016.
  • 217 funds tracked by Wall St. Rank held Wintrust Financial as of Q3 2016.

Based on Cambiar Investors's 13F filing for Q3 2016, filed 21 Oct 2016.