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Cornerstone Capital Management Holdings’s Wintrust Financial WTFC Stock Holding History

Cornerstone Capital Management Holdings’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
2017
Q1 		– Sell
-14,625
Closed -$1.06M – 1380
2016
Q4 		$1.06M Sell
14,625
-12,308
-46% -$764K 0.01% 948
2016
Q3 		$1.5M Buy
26,933
+15,661
+139% +$843K 0.01% 859
2016
Q2 		$575K Buy
11,272
+1,200
+12% +$60.1K ﹤0.01% 1004
2016
Q1 		$447K Hold
10,072
– – ﹤0.01% 1064
2015
Q4 		$489K Buy
10,072
+272
+3% +$13.9K ﹤0.01% 1041
2015
Q3 		$524K Buy
9,800
+300
+3% +$15.9K ﹤0.01% 1000
2015
Q2 		$507K Buy
9,500
+100
+1% +$5.04K ﹤0.01% 996
2015
Q1 		$448K Buy
+9,400
New +$434K ﹤0.01% 1044

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
PIM
Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return