Capital Fund Management (CFM)’s Wintrust Financial WTFC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q2 | – | Sell |
-9,243
| Closed | -$304K | – | 1026 |
|
2020
Q1 | $304K | Buy |
+9,243
| New | +$304K | ﹤0.01% | 642 |
|
2018
Q4 | – | Sell |
-89,100
| Closed | -$7.57M | – | 1203 |
|
2018
Q3 | $7.57M | Buy |
89,100
+68,500
| +333% | +$5.82M | 0.04% | 244 |
|
2018
Q2 | $1.79M | Buy |
+20,600
| New | +$1.79M | 0.01% | 495 |
|
2018
Q1 | – | Sell |
-17,000
| Closed | -$1.4M | – | 1227 |
|
2017
Q4 | $1.4M | Buy |
17,000
+3,300
| +24% | +$272K | 0.01% | 502 |
|
2017
Q3 | $1.07M | Buy |
13,700
+7,300
| +114% | +$572K | 0.01% | 521 |
|
2017
Q2 | $489K | Sell |
6,400
-15,300
| -71% | -$1.17M | ﹤0.01% | 605 |
|
2017
Q1 | $1.5M | Buy |
+21,700
| New | +$1.5M | 0.01% | 490 |
|
2016
Q4 | – | Sell |
-9,300
| Closed | -$517K | – | 1139 |
|
2016
Q3 | $517K | Buy |
9,300
+4,300
| +86% | +$239K | ﹤0.01% | 644 |
|
2016
Q2 | $255K | Buy |
+5,000
| New | +$255K | ﹤0.01% | 753 |
|