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Curian Capital’s Wintrust Financial WTFC Stock Holding History

Curian Capital’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
2016
Q1 		– Sell
-4,843
Closed -$235K – 385
2015
Q4 		$235K Sell
4,843
-11,201
-70% -$572K 0.02% 435
2015
Q3 		$857K Buy
16,044
+481
+3% +$25.4K 0.02% 399
2015
Q2 		$831K Buy
15,563
+17
+0.1% +$856 0.01% 493
2015
Q1 		$741K Sell
15,546
-12
-0.1% -$555 0.01% 526
2014
Q4 		$727K Sell
15,558
-807
-5% -$36.5K 0.01% 515
2014
Q3 		$731K Buy
16,365
+5,039
+44% +$234K 0.01% 497
2014
Q2 		$521K Buy
+11,326
New +$513K 0.01% 549

Other funds holding WTFC

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Curian Capital's WTFC Position: Q1 2016 in Review

Curian Capital sold out of Wintrust Financial (WTFC) in Q1 2016, closing a stake of 4,843 shares — an estimated $235K sold.

Curian Capital first reported a position in WTFC in Q2 2014 and held it in 7 quarters. The position peaked at $857K in Q3 2015. 190 funds tracked by Wall St. Rank hold WTFC as of Q1 2016.

  • Curian Capital reported no remaining Wintrust Financial position as of Q1 2016 after selling out during the quarter.
  • Curian Capital sold 4,843 Wintrust Financial shares in Q1 2016, an estimated $235K.
  • Curian Capital first reported a position in Wintrust Financial in Q2 2014 and held it in 7 quarters.
  • Curian Capital's Wintrust Financial position peaked at $857K in Q3 2015.
  • 190 funds tracked by Wall St. Rank held Wintrust Financial as of Q1 2016.

Based on Curian Capital's 13F filing for Q1 2016.