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Emerald Acquisition’s Wintrust Financial WTFC Stock Holding History

Emerald Acquisition’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
Q3 		$6.95M Buy
125,038
+26,596
+27% +$1.43M 0.01% 1037
2016
Q2 		$5.02M Buy
+98,442
New +$4.93M 0.01% 1313

Other funds holding WTFC

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

Emerald Acquisition's WTFC Position: Q3 2016 in Review

Emerald Acquisition increased its Wintrust Financial (WTFC) stake by 27% in Q3 2016, buying an estimated $1.43M and bringing the position to 125,038 shares worth $6.95M. The position accounts for 0.01% of the portfolio, ranked #1037.

Emerald Acquisition first reported a position in WTFC in Q2 2016 and has held it in 2 quarters since. 216 funds tracked by Wall St. Rank hold WTFC as of Q3 2016.

  • Emerald Acquisition held 125,038 shares of Wintrust Financial worth $6.95M as of Q3 2016.
  • Emerald Acquisition bought 26,596 Wintrust Financial shares in Q3 2016, an estimated $1.43M.
  • Wintrust Financial made up 0.01% of Emerald Acquisition's portfolio in Q3 2016, its #1037 holding.
  • Emerald Acquisition first reported a position in Wintrust Financial in Q2 2016 and has held it in 2 quarters since.
  • 216 funds tracked by Wall St. Rank held Wintrust Financial as of Q3 2016.

Based on Emerald Acquisition's 13F filing for Q3 2016, filed 9 Nov 2016.