Kanaly Trust’s Wintrust Financial WTFC Stock Holding History

Kanaly Trust’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	-78	Closed	-$3K	–	801
2014 Q3	$3K	Buy	+78	New	+$3.61K	﹤0.01%	652

Other funds holding WTFC

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

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

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

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

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

Kanaly Trust's WTFC Position: Q4 2014 in Review

Kanaly Trust sold out of Wintrust Financial (WTFC) in Q4 2014, closing a stake of 78 shares — an estimated $3K sold.

Kanaly Trust first reported a position in WTFC in Q3 2014 and held it in 1 quarter. The position peaked at $3K in Q3 2014. 183 funds tracked by Wall St. Rank hold WTFC as of Q4 2014.

Kanaly Trust reported no remaining Wintrust Financial position as of Q4 2014 after selling out during the quarter.
Kanaly Trust sold 78 Wintrust Financial shares in Q4 2014, an estimated $3K.
Kanaly Trust first reported a position in Wintrust Financial in Q3 2014 and held it in 1 quarter.
Kanaly Trust's Wintrust Financial position peaked at $3K in Q3 2014.
183 funds tracked by Wall St. Rank held Wintrust Financial as of Q4 2014.

Based on Kanaly Trust's 13F filing for Q4 2014, filed 26 Jan 2015.