Gemmer Asset Management’s Wintrust Financial WTFC Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-133
Closed -$12K 1154
2022
Q1
$12K Hold
133
﹤0.01% 656
2021
Q4
$12K Hold
133
﹤0.01% 683
2021
Q3
$11K Hold
133
﹤0.01% 687
2021
Q2
$10K Hold
133
﹤0.01% 800
2021
Q1
$10K Hold
133
﹤0.01% 787
2020
Q4
$8K Hold
133
﹤0.01% 798
2020
Q3
$5K Hold
133
﹤0.01% 902
2020
Q2
$6K Hold
133
﹤0.01% 808
2020
Q1
$4K Buy
133
+10
+8% +$301 ﹤0.01% 878
2019
Q4
$9K Hold
123
﹤0.01% 710
2019
Q3
$8K Sell
123
-20
-14% -$1.3K ﹤0.01% 779
2019
Q2
$10K Hold
143
﹤0.01% 670
2019
Q1
$10K Hold
143
﹤0.01% 698
2018
Q4
$10K Sell
143
-26
-15% -$1.82K ﹤0.01% 624
2018
Q3
$14K Hold
169
﹤0.01% 555
2018
Q2
$15K Hold
169
0.01% 529
2018
Q1
$15K Hold
169
0.01% 524
2017
Q4
$14K Hold
169
﹤0.01% 580
2017
Q3
$13K Buy
169
+20
+13% +$1.54K ﹤0.01% 566
2017
Q2
$11K Buy
149
+26
+21% +$1.92K ﹤0.01% 617
2017
Q1
$9K Hold
123
﹤0.01% 706
2016
Q4
$9K Hold
123
﹤0.01% 675
2016
Q3
$7K Hold
123
﹤0.01% 784
2016
Q2
$6K Buy
123
+20
+19% +$976 ﹤0.01% 814
2016
Q1
$4K Hold
103
﹤0.01% 914
2015
Q4
$5K Hold
103
﹤0.01% 872
2015
Q3
$6K Hold
103
﹤0.01% 770
2015
Q2
$5K Sell
103
-27
-21% -$1.31K ﹤0.01% 875
2015
Q1
$6K Buy
130
+13
+11% +$600 ﹤0.01% 844
2014
Q4
$5K Hold
117
﹤0.01% 889
2014
Q3
$5K Hold
117
﹤0.01% 889
2014
Q2
$5K Hold
117
﹤0.01% 936
2014
Q1
$6K Buy
+117
New +$6K ﹤0.01% 827