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Capital Fund Management (CFM)’s
Wintrust Financial
WTFC
Stock Holding History
Capital Fund Management (CFM)’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
2020
Q2
–
Sell
-9,243
Closed
-$304K
–
1770
2020
Q1
$304K
Buy
+9,243
New
+$513K
0.01%
1223
2018
Q4
–
Sell
-89,100
Closed
-$7.57M
–
2405
2018
Q3
$7.57M
Buy
89,100
+68,500
+333%
+$6.1M
0.12%
597
2018
Q2
$1.79M
Buy
+20,600
New
+$1.89M
0.03%
1125
2018
Q1
–
Sell
-17,000
Closed
-$1.4M
–
2376
2017
Q4
$1.4M
Buy
17,000
+3,300
+24%
+$266K
0.02%
1098
2017
Q3
$1.07M
Buy
13,700
+7,300
+114%
+$543K
0.02%
945
2017
Q2
$489K
Sell
6,400
-15,300
-71%
-$1.1M
0.01%
1132
2017
Q1
$1.5M
Buy
+21,700
New
+$1.56M
0.03%
805
2016
Q4
–
Sell
-9,300
Closed
-$517K
–
1978
2016
Q3
$517K
Buy
9,300
+4,300
+86%
+$231K
0.01%
1187
2016
Q2
$255K
Buy
+5,000
New
+$250K
﹤0.01%
1369
Other funds holding WTFC
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
Massachusetts Financial Services
Boston, Massachusetts
$298B AUM
21.96%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Federated Hermes
Pittsburgh, Pennsylvania
$61.5B AUM
30.7%
1-Year Est. Return
Norges Bank
Oslo, Norway
$935B AUM
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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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