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Geneva Advisors’s Wintrust Financial WTFC Stock Holding History

Geneva Advisors’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
Q2 		$1.3M Buy
16,954
+4,135
+32% +$296K 0.02% 312
2017
Q1 		$886K Buy
12,819
+9,224
+257% +$663K 0.02% 382
2016
Q4 		$261K Buy
+3,595
New +$223K 0.01% 619

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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

Geneva Advisors's WTFC Position: Q2 2017 in Review

Geneva Advisors increased its Wintrust Financial (WTFC) stake by 32% in Q2 2017, buying an estimated $296K and bringing the position to 16,954 shares worth $1.3M. The position accounts for 0.02% of the portfolio, ranked #312.

Geneva Advisors first reported a position in WTFC in Q4 2016 and has held it in 3 quarters since. 266 funds tracked by Wall St. Rank hold WTFC as of Q2 2017.

  • Geneva Advisors held 16,954 shares of Wintrust Financial worth $1.3M as of Q2 2017.
  • Geneva Advisors bought 4,135 Wintrust Financial shares in Q2 2017, an estimated $296K.
  • Wintrust Financial made up 0.02% of Geneva Advisors's portfolio in Q2 2017, its #312 holding.
  • Geneva Advisors first reported a position in Wintrust Financial in Q4 2016 and has held it in 3 quarters since.
  • 266 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2017.

Based on Geneva Advisors's 13F filing for Q2 2017, filed 7 Aug 2017.