Fiduciary Management Associates’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 | $21.1M | Sell |
474,829
-46,000
| -9% | -$2.04M | 1.38% | 39 |
|
|
2015
Q4 | $25.3M | Buy |
520,829
+35,240
| +7% | +$1.71M | 1.48% | 22 |
|
|
2015
Q3 | $25.9M | Sell |
485,589
-36,250
| -7% | -$1.94M | 1.69% | 2 |
|
|
2015
Q2 | $27.9M | Sell |
521,839
-19,136
| -4% | -$1.02M | 1.64% | 2 |
|
|
2015
Q1 | $25.8M | Buy |
540,975
+23,515
| +5% | +$1.12M | 1.55% | 6 |
|
|
2014
Q4 | $24.2M | Buy |
517,460
+30,430
| +6% | +$1.42M | 1.51% | 18 |
|
|
2014
Q3 | $21.8M | Sell |
487,030
-9,330
| -2% | -$417K | 1.55% | 11 |
|
|
2014
Q2 | $22.8M | Buy |
496,360
+19,000
| +4% | +$874K | 1.51% | 10 |
|
|
2014
Q1 | $23.2M | Buy |
477,360
+66,910
| +16% | +$3.26M | 1.54% | 8 |
|
|
2013
Q4 | $18.9M | Buy |
+410,450
| New | +$18.9M | 1.28% | 35 |
|