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Howe & Rusling’s Wintrust Financial WTFC Stock Holding History

Howe & Rusling’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
2018
Q2 		– Sell
-30
Closed -$3K – 958
2018
Q1 		$3K Hold
30
– – ﹤0.01% 734
2017
Q4 		$2K Hold
30
– – ﹤0.01% 740
2017
Q3 		$2K Hold
30
– – ﹤0.01% 785
2017
Q2 		$2K Sell
30
-25
-45% -$1.79K ﹤0.01% 850
2017
Q1 		$4K Hold
55
– – ﹤0.01% 720
2016
Q4 		$4K Sell
55
-35
-39% -$2.17K ﹤0.01% 734
2016
Q3 		$5K Hold
90
– – ﹤0.01% 683
2016
Q2 		$5K Hold
90
– – ﹤0.01% 648
2016
Q1 		$4K Sell
90
-96
-52% -$4.11K ﹤0.01% 734
2015
Q4 		$9K Hold
186
– – ﹤0.01% 532
2015
Q3 		$10K Hold
186
– – ﹤0.01% 506
2015
Q2 		$10K Buy
186
+101
+119% +$5.09K ﹤0.01% 527
2015
Q1 		$4K Hold
85
– – ﹤0.01% 673
2014
Q4 		$4K Hold
85
– – ﹤0.01% 677
2014
Q3 		$4K Buy
+85
New +$3.94K ﹤0.01% 662

Other funds holding WTFC

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return