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Kalmar Investments’s Wintrust Financial WTFC Stock Holding History

Kalmar Investments’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
Q1 		– Sell
-61,865
Closed -$4.49M – 114
2016
Q4 		$4.49M Sell
61,865
-89,115
-59% -$5.53M 0.23% 107
2016
Q3 		$8.39M Sell
150,980
-6,950
-4% -$374K 0.38% 94
2016
Q2 		$8.05M Sell
157,930
-14,425
-8% -$722K 0.36% 100
2016
Q1 		$7.64M Sell
172,355
-64,080
-27% -$2.75M 0.31% 98
2015
Q4 		$11.5M Sell
236,435
-85
-0% -$4.34K 0.28% 109
2015
Q3 		$12.6M Buy
+236,520
New +$12.5M 0.3% 101

Other funds holding WTFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
PIM
Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

Kalmar Investments's WTFC Position: Q1 2017 in Review

Kalmar Investments sold out of Wintrust Financial (WTFC) in Q1 2017, closing a stake of 61,865 shares — an estimated $4.49M sold.

Kalmar Investments first reported a position in WTFC in Q3 2015 and held it in 6 quarters. The position peaked at $12.6M in Q3 2015. 273 funds tracked by Wall St. Rank hold WTFC as of Q1 2017.

  • Kalmar Investments reported no remaining Wintrust Financial position as of Q1 2017 after selling out during the quarter.
  • Kalmar Investments sold 61,865 Wintrust Financial shares in Q1 2017, an estimated $4.49M.
  • Kalmar Investments first reported a position in Wintrust Financial in Q3 2015 and held it in 6 quarters.
  • Kalmar Investments's Wintrust Financial position peaked at $12.6M in Q3 2015.
  • 273 funds tracked by Wall St. Rank held Wintrust Financial as of Q1 2017.

Based on Kalmar Investments's 13F filing for Q1 2017, filed 26 Apr 2017.