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Emerald Advisers’s Wintrust Financial WTFC Stock Holding History

Emerald Advisers’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
Q4 		– Sell
-3,470
Closed -$272K – 270
2017
Q3 		$272K Sell
3,470
-300
-8% -$22.3K 0.01% 214
2017
Q2 		$288K Sell
3,770
-180,265
-98% -$12.9M 0.01% 204
2017
Q1 		$12.7M Buy
184,035
+13,025
+8% +$936K 0.52% 78
2016
Q4 		$12.4M Buy
+171,010
New +$10.6M 0.53% 77

Other funds holding WTFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Emerald Advisers's WTFC Position: Q4 2017 in Review

Emerald Advisers sold out of Wintrust Financial (WTFC) in Q4 2017, closing a stake of 3,470 shares — an estimated $272K sold.

Emerald Advisers first reported a position in WTFC in Q4 2016 and held it in 4 quarters. The position peaked at $12.7M in Q1 2017. 309 funds tracked by Wall St. Rank hold WTFC as of Q4 2017.

  • Emerald Advisers reported no remaining Wintrust Financial position as of Q4 2017 after selling out during the quarter.
  • Emerald Advisers sold 3,470 Wintrust Financial shares in Q4 2017, an estimated $272K.
  • Emerald Advisers first reported a position in Wintrust Financial in Q4 2016 and held it in 4 quarters.
  • Emerald Advisers's Wintrust Financial position peaked at $12.7M in Q1 2017.
  • 309 funds tracked by Wall St. Rank held Wintrust Financial as of Q4 2017.

Based on Emerald Advisers's 13F filing for Q4 2017, filed 5 Feb 2018.