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
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

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 $3.37T AUM 44.26% 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

Copper Rock Capital Partners's WTFC Position: Q4 2019 in Review

Copper Rock Capital Partners increased its Wintrust Financial (WTFC) stake by 26% in Q4 2019, buying an estimated $3.77M and bringing the position to 273,485 shares worth $19.4M. The position accounts for 1.47% of the portfolio, ranked #33.

Copper Rock Capital Partners first reported a position in WTFC in Q1 2019 and has held it in 4 quarters since. 278 funds tracked by Wall St. Rank hold WTFC as of Q4 2019.

  • Copper Rock Capital Partners held 273,485 shares of Wintrust Financial worth $19.4M as of Q4 2019.
  • Copper Rock Capital Partners bought 56,532 Wintrust Financial shares in Q4 2019, an estimated $3.77M.
  • Wintrust Financial made up 1.47% of Copper Rock Capital Partners's portfolio in Q4 2019, its #33 holding.
  • Copper Rock Capital Partners first reported a position in Wintrust Financial in Q1 2019 and has held it in 4 quarters since.
  • 278 funds tracked by Wall St. Rank held Wintrust Financial as of Q4 2019.

Based on Copper Rock Capital Partners's 13F filing for Q4 2019, filed 13 Jan 2020.