Curian Capital’s Wintrust Financial WTFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-4,843
| Closed | -$235K | – | 385 |
|
|
2015
Q4 | $235K | Sell |
4,843
-11,201
| -70% | -$544K | 0.02% | 435 |
|
|
2015
Q3 | $857K | Buy |
16,044
+481
| +3% | +$25.7K | 0.02% | 399 |
|
|
2015
Q2 | $831K | Buy |
15,563
+17
| +0.1% | +$908 | 0.01% | 493 |
|
|
2015
Q1 | $741K | Sell |
15,546
-12
| -0.1% | -$572 | 0.01% | 526 |
|
|
2014
Q4 | $727K | Sell |
15,558
-807
| -5% | -$37.7K | 0.01% | 515 |
|
|
2014
Q3 | $731K | Buy |
16,365
+5,039
| +44% | +$225K | 0.01% | 497 |
|
|
2014
Q2 | $521K | Buy |
+11,326
| New | +$521K | 0.01% | 549 |
|