CRCP
WTFC icon

Copper Rock Capital Partners’s Wintrust Financial WTFC Stock Holding History

Copper Rock Capital Partners’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
Q1 		– Sell
-273,485
Closed -$19.4M – 84
2019
Q4 		$19.4M Buy
273,485
+56,532
+26% +$3.77M 1.47% 33
2019
Q3 		$14M Sell
216,953
-44,854
-17% -$2.97M 1.25% 51
2019
Q2 		$19.2M Buy
261,807
+55,197
+27% +$4.03M 1.42% 42
2019
Q1 		$14.1M Buy
+206,610
New +$14.8M 1.02% 60

Other funds holding WTFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Copper Rock Capital Partners's WTFC Position: Q1 2020 in Review

Copper Rock Capital Partners sold out of Wintrust Financial (WTFC) in Q1 2020, closing a stake of 273,485 shares — an estimated $19.4M sold.

Copper Rock Capital Partners first reported a position in WTFC in Q1 2019 and held it in 4 quarters. The position peaked at $19.4M in Q4 2019. 256 funds tracked by Wall St. Rank hold WTFC as of Q1 2020.

  • Copper Rock Capital Partners reported no remaining Wintrust Financial position as of Q1 2020 after selling out during the quarter.
  • Copper Rock Capital Partners sold 273,485 Wintrust Financial shares in Q1 2020, an estimated $19.4M.
  • Copper Rock Capital Partners first reported a position in Wintrust Financial in Q1 2019 and held it in 4 quarters.
  • Copper Rock Capital Partners's Wintrust Financial position peaked at $19.4M in Q4 2019.
  • 256 funds tracked by Wall St. Rank held Wintrust Financial as of Q1 2020.

Based on Copper Rock Capital Partners's 13F filing for Q1 2020, filed 15 Apr 2020.