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Ground Swell Capital’s Wintrust Financial WTFC Stock Holding History

Ground Swell Capital’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
2014
Q3 		$9K Buy
+200
New +$9.27K 0.02% 1116

Other funds holding WTFC

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
KAM
Keeley Asset Management Chicago, Illinois $2.35B AUM 26.92% 1-Year Est. Return

Ground Swell Capital's WTFC Position: Q3 2014 in Review

Ground Swell Capital opened a new position in Wintrust Financial (WTFC) in Q3 2014: 200 shares worth $9K. The stake represents 0.02% of the portfolio and ranks #1116 among its holdings.

181 funds tracked by Wall St. Rank hold WTFC as of Q3 2014.

  • Ground Swell Capital held 200 shares of Wintrust Financial worth $9K as of Q3 2014.
  • Wintrust Financial was a new Ground Swell Capital position in Q3 2014.
  • Wintrust Financial made up 0.02% of Ground Swell Capital's portfolio in Q3 2014, its #1116 holding.
  • 181 funds tracked by Wall St. Rank held Wintrust Financial as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.