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Index Management Solutions’s Wintrust Financial WTFC Stock Holding History

Index Management Solutions’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 		– Sell
-4,787
Closed -$220K – 1140
2014
Q2 		$220K Buy
4,787
+3,343
+232% +$152K 0.03% 586
2014
Q1 		$70K Buy
+1,444
New +$66.5K 0.01% 611

Other funds holding WTFC

Dimensional Fund Advisors
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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

Index Management Solutions's WTFC Position: Q3 2014 in Review

Index Management Solutions sold out of Wintrust Financial (WTFC) in Q3 2014, closing a stake of 4,787 shares — an estimated $220K sold.

Index Management Solutions first reported a position in WTFC in Q1 2014 and held it in 2 quarters. The position peaked at $220K in Q2 2014. 181 funds tracked by Wall St. Rank hold WTFC as of Q3 2014.

  • Index Management Solutions reported no remaining Wintrust Financial position as of Q3 2014 after selling out during the quarter.
  • Index Management Solutions sold 4,787 Wintrust Financial shares in Q3 2014, an estimated $220K.
  • Index Management Solutions first reported a position in Wintrust Financial in Q1 2014 and held it in 2 quarters.
  • Index Management Solutions's Wintrust Financial position peaked at $220K in Q2 2014.
  • 181 funds tracked by Wall St. Rank held Wintrust Financial as of Q3 2014.

Based on Index Management Solutions's 13F filing for Q3 2014, filed 13 Nov 2014.