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EAM
Eagle Asset Management’s
Wintrust Financial
WTFC
Stock Holding History
Eagle Asset Management’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
Q3
–
Sell
-28,094
Closed
-$2.06M
–
672
2019
Q2
$2.06M
Buy
28,094
+6,616
+31%
+$483K
0.01%
515
2019
Q1
$1.45M
Sell
21,478
-12,509
-37%
-$894K
0.01%
529
2018
Q4
$2.26M
Sell
33,987
-2
-0%
-$152
0.01%
483
2018
Q3
$2.89M
Sell
33,989
-49
-0.1%
-$4.36K
0.01%
493
2018
Q2
$2.96M
Buy
34,038
+3,075
+10%
+$282K
0.02%
486
2018
Q1
$2.66M
Sell
30,963
-778
-2%
-$67K
0.01%
507
2017
Q4
$2.61M
Buy
31,741
+3,345
+12%
+$269K
0.01%
515
2017
Q3
$2.25M
Buy
28,396
+10
+0%
+$743
0.01%
524
2017
Q2
$2.17M
Sell
28,386
-1,128
-4%
-$80.8K
0.01%
531
2017
Q1
$2.04M
Sell
29,514
-2,922
-9%
-$210K
0.01%
556
2016
Q4
$2.35M
Buy
32,436
+2,974
+10%
+$185K
0.02%
530
2016
Q3
$1.64M
Sell
29,462
-251
-0.8%
-$13.5K
0.01%
577
2016
Q2
$1.51M
Buy
29,713
+248
+0.8%
+$12.4K
0.01%
584
2016
Q1
$1.31M
Buy
29,465
+591
+2%
+$25.3K
0.01%
577
2015
Q4
$1.4M
Sell
28,874
-13,802
-32%
-$704K
0.01%
577
2015
Q3
$2.28M
Buy
42,676
+23
+0.1%
+$1.22K
0.02%
535
2015
Q2
$2.28M
Sell
42,653
-269
-0.6%
-$13.6K
0.01%
539
2015
Q1
$2.05M
Buy
+42,922
New
+$1.98M
0.01%
544
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30.48%
1-Year Est. Return
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1-Year Est. Return
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1-Year Est. Return
Massachusetts Financial Services
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$298B AUM
21.96%
1-Year Est. Return
State Street
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$2.9T AUM
29.55%
1-Year Est. Return
JP Morgan Chase
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$1.47T AUM
27.86%
1-Year Est. Return
Dimensional Fund Advisors
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$481B AUM
30.42%
1-Year Est. Return
Citadel Advisors
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$141B AUM
30.34%
1-Year Est. Return
Federated Hermes
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$61.5B AUM
30.7%
1-Year Est. Return
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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