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JD Capital Management’s Wintrust Financial WTFC Stock Holding History

JD Capital Management’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
Q1 		– Sell
-39,312
Closed -$1.81M – 184
2013
Q4 		$1.81M Buy
+39,312
New +$1.74M 0.29% 57

Other funds holding WTFC

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
KAM
Keeley Asset Management Chicago, Illinois $2.35B AUM 26.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

JD Capital Management's WTFC Position: Q1 2014 in Review

JD Capital Management sold out of Wintrust Financial (WTFC) in Q1 2014, closing a stake of 39,312 shares — an estimated $1.81M sold.

JD Capital Management first reported a position in WTFC in Q4 2013 and held it in 1 quarter. The position peaked at $1.81M in Q4 2013. 178 funds tracked by Wall St. Rank hold WTFC as of Q1 2014.

  • JD Capital Management reported no remaining Wintrust Financial position as of Q1 2014 after selling out during the quarter.
  • JD Capital Management sold 39,312 Wintrust Financial shares in Q1 2014, an estimated $1.81M.
  • JD Capital Management first reported a position in Wintrust Financial in Q4 2013 and held it in 1 quarter.
  • JD Capital Management's Wintrust Financial position peaked at $1.81M in Q4 2013.
  • 178 funds tracked by Wall St. Rank held Wintrust Financial as of Q1 2014.

Based on JD Capital Management's 13F filing for Q1 2014, filed 15 May 2014.