JIM
WTFC icon

Jupiter Investment Management’s Wintrust Financial WTFC Stock Holding History

Jupiter Investment 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
Q4 		– Sell
-11,986
Closed -$535K – 417
2014
Q3 		$535K Buy
11,986
+3,011
+34% +$140K 0.03% 260
2014
Q2 		$412K Buy
+8,975
New +$407K 0.02% 282

Other funds holding WTFC

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
KAM
Keeley Asset Management Chicago, Illinois $2.35B AUM 26.92% 1-Year Est. Return

Jupiter Investment Management's WTFC Position: Q4 2014 in Review

Jupiter Investment Management sold out of Wintrust Financial (WTFC) in Q4 2014, closing a stake of 11,986 shares — an estimated $535K sold.

Jupiter Investment Management first reported a position in WTFC in Q2 2014 and held it in 2 quarters. The position peaked at $535K in Q3 2014. 183 funds tracked by Wall St. Rank hold WTFC as of Q4 2014.

  • Jupiter Investment Management reported no remaining Wintrust Financial position as of Q4 2014 after selling out during the quarter.
  • Jupiter Investment Management sold 11,986 Wintrust Financial shares in Q4 2014, an estimated $535K.
  • Jupiter Investment Management first reported a position in Wintrust Financial in Q2 2014 and held it in 2 quarters.
  • Jupiter Investment Management's Wintrust Financial position peaked at $535K in Q3 2014.
  • 183 funds tracked by Wall St. Rank held Wintrust Financial as of Q4 2014.

Based on Jupiter Investment Management's 13F filing for Q4 2014, filed 30 Jan 2015.