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HIM
Hermes Investment Management’s
Wintrust Financial
WTFC
Stock Holding History
Hermes Investment Management’s Portfolio
WTFC Stock Details
WTFC Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2018
Q2
$84.1M
Buy
966,370
+13,117
+1%
+$1.2M
1.12%
15
2018
Q1
$82M
Buy
953,253
+61,586
+7%
+$5.3M
1.2%
11
2017
Q4
$73.4M
Sell
891,667
-82,694
-8%
-$6.66M
1.05%
22
2017
Q3
$76.3M
Sell
974,361
-35,179
-3%
-$2.61M
1.14%
19
2017
Q2
$77.2M
Buy
1,009,540
+9,605
+1%
+$688K
1.26%
15
2017
Q1
$69.1M
Buy
999,935
+13,662
+1%
+$982K
1.12%
25
2016
Q4
$71.6M
Buy
986,273
+24,356
+3%
+$1.51M
1.22%
20
2016
Q3
$53.5M
Buy
961,917
+64,221
+7%
+$3.46M
0.91%
35
2016
Q2
$45.8M
Sell
897,696
-16,988
-2%
-$850K
0.92%
31
2016
Q1
$40.6M
Buy
914,684
+79,028
+9%
+$3.39M
0.85%
36
2015
Q4
$40.5M
Buy
835,656
+30,165
+4%
+$1.54M
0.92%
32
2015
Q3
$43M
Sell
805,491
-2,088
-0.3%
-$110K
1.11%
21
2015
Q2
$43.1M
Buy
807,579
+20,393
+3%
+$1.03M
0.97%
27
2015
Q1
$37.5M
Buy
787,186
+163,753
+26%
+$7.57M
0.87%
33
2014
Q4
$29.2M
Sell
623,433
-140,754
-18%
-$6.37M
0.75%
45
2014
Q3
$34.1M
Buy
764,187
+12,580
+2%
+$583K
0.88%
39
2014
Q2
$34.6M
Sell
751,607
-117,109
-13%
-$5.31M
0.96%
41
2014
Q1
$42.3M
Sell
868,716
-3,695
-0.4%
-$170K
1.33%
18
2013
Q4
$40.2M
Sell
872,411
-22,913
-3%
-$1.01M
1.23%
27
2013
Q3
$36.8M
Buy
895,324
+92,158
+11%
+$3.75M
1.24%
26
2013
Q2
$30.7M
Buy
+803,166
New
+$29.5M
1.2%
33
Other funds holding WTFC
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
Massachusetts Financial Services
Boston, Massachusetts
$298B AUM
21.96%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Millennium Management
New York
$134B AUM
35.51%
1-Year Est. Return
Jennison Associates
New York
$145B AUM
34.61%
1-Year Est. Return
T. Rowe Price Associates
Baltimore, Maryland
$865B AUM
30.76%
1-Year Est. Return
Northern Trust
Chicago, Illinois
$757B AUM
28.64%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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