CIM
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CIM Investment Management’s Wintrust Financial WTFC Stock Holding History

CIM 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
2019
Q4 		– Sell
-4,594
Closed -$297K – 307
2019
Q3 		$297K Hold
4,594
– – 0.11% 232
2019
Q2 		$336K Sell
4,594
-136
-3% -$9.94K 0.12% 207
2019
Q1 		$318K Sell
4,730
-40
-0.8% -$2.86K 0.12% 230
2018
Q4 		$317K Hold
4,770
– – 0.14% 199
2018
Q3 		$405K Sell
4,770
-2,350
-33% -$209K 0.14% 203
2018
Q2 		$620K Hold
7,120
– – 0.21% 120
2018
Q1 		$613K Hold
7,120
– – 0.21% 127
2017
Q4 		$586K Sell
7,120
-153
-2% -$12.3K 0.2% 139
2017
Q3 		$570K Hold
7,273
– – 0.21% 128
2017
Q2 		$556K Buy
7,273
+2,420
+50% +$173K 0.2% 138
2017
Q1 		$335K Hold
4,853
– – 0.12% 240
2016
Q4 		$352K Hold
4,853
– – 0.13% 225
2016
Q3 		$270K Buy
4,853
+190
+4% +$10.2K 0.1% 272
2016
Q2 		$238K Sell
4,663
-3,727
-44% -$187K 0.1% 254
2016
Q1 		$372K Buy
8,390
+1,043
+14% +$44.7K 0.16% 164
2015
Q4 		$356K Hold
7,347
– – 0.16% 152
2015
Q3 		$393K Buy
7,347
+880
+14% +$46.5K 0.19% 143
2015
Q2 		$345K Hold
6,467
– – 0.15% 150
2015
Q1 		$308K Hold
6,467
– – 0.13% 162
2014
Q4 		$302K Buy
6,467
+895
+16% +$40.5K 0.14% 159
2014
Q3 		$249K Buy
5,572
+1,010
+22% +$46.8K 0.13% 152
2014
Q2 		$210K Sell
4,562
-140
-3% -$6.35K 0.11% 159
2014
Q1 		$229K Buy
+4,702
New +$216K 0.11% 173

Other funds holding WTFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return

CIM Investment Management's WTFC Position: Q4 2019 in Review

CIM Investment Management sold out of Wintrust Financial (WTFC) in Q4 2019, closing a stake of 4,594 shares — an estimated $297K sold.

CIM Investment Management first reported a position in WTFC in Q1 2014 and held it in 23 quarters. The position peaked at $620K in Q2 2018. 278 funds tracked by Wall St. Rank hold WTFC as of Q4 2019.

  • CIM Investment Management reported no remaining Wintrust Financial position as of Q4 2019 after selling out during the quarter.
  • CIM Investment Management sold 4,594 Wintrust Financial shares in Q4 2019, an estimated $297K.
  • CIM Investment Management first reported a position in Wintrust Financial in Q1 2014 and held it in 23 quarters.
  • CIM Investment Management's Wintrust Financial position peaked at $620K in Q2 2018.
  • 278 funds tracked by Wall St. Rank held Wintrust Financial as of Q4 2019.

Based on CIM Investment Management's 13F filing for Q4 2019, filed 14 Feb 2020.