Invictus RG’s Wintrust Financial WTFC Stock Holding History

Invictus RG’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	–	Sell	-622	Closed	-$43K	–	858
2017 Q1	$43K	Buy	+622	New	+$44.7K	0.03%	546

Other funds holding WTFC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Invictus RG's WTFC Position: Q2 2017 in Review

Invictus RG sold out of Wintrust Financial (WTFC) in Q2 2017, closing a stake of 622 shares — an estimated $43K sold.

Invictus RG first reported a position in WTFC in Q1 2017 and held it in 1 quarter. The position peaked at $43K in Q1 2017. 266 funds tracked by Wall St. Rank hold WTFC as of Q2 2017.

Invictus RG reported no remaining Wintrust Financial position as of Q2 2017 after selling out during the quarter.
Invictus RG sold 622 Wintrust Financial shares in Q2 2017, an estimated $43K.
Invictus RG first reported a position in Wintrust Financial in Q1 2017 and held it in 1 quarter.
Invictus RG's Wintrust Financial position peaked at $43K in Q1 2017.
266 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2017.

Based on Invictus RG's 13F filing for Q2 2017, filed 14 Aug 2017.