KCM Investment Advisors’s Wintrust Financial Corporation Fixed-to-Floating Rate Non-Cumulative Perpetual Preferred Stock, Series D WTFCM Stock Holding History

KCM Investment Advisors’s Portfolio WTFCM Stock Details WTFCM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-10,088	Closed	-$253K	–	362
2018 Q4	$253K	Buy	10,088 +201	+2%	+$5.17K	0.02%	439
2018 Q3	$263K	Buy	9,887 +526	+6%	+$14.2K	0.02%	454
2018 Q2	$251K	Buy	9,361 +724	+8%	+$19.6K	0.02%	460
2018 Q1	$236K	Sell	8,637 -83	-1%	-$2.28K	0.01%	476
2017 Q4	$244K	Buy	8,720 +13	+0.1%	+$368	0.01%	470
2017 Q3	$250K	Buy	8,707 +413	+5%	+$11.8K	0.02%	465
2017 Q2	$229K	Buy	8,294 +14	+0.2%	+$383	0.01%	495
2017 Q1	$224K	Buy	+8,280	New	+$225K	0.01%	502
2016 Q4	–	Sell	-7,455	Closed	-$219K	–	545
2016 Q3	$219K	Buy	7,455 +7	+0.1%	+$205	0.02%	504
2016 Q2	$212K	Sell	7,448 -292	-4%	-$8.18K	0.01%	496
2016 Q1	$210K	Hold	7,740	–	–	0.02%	492
2015 Q4	$206K	Buy	+7,740	New	+$203K	0.02%	490

Other funds holding WTFCM

FPC

Falcon Point Capital San Francisco, California $11.9M AUM 55.76% 1-Year Est. Return

KCM Investment Advisors's WTFCM Position: Q1 2019 in Review

KCM Investment Advisors sold out of Wintrust Financial Corporation Fixed-to-Floating Rate Non-Cumulative Perpetual Preferred Stock, Series D (WTFCM) in Q1 2019, closing a stake of 10,088 shares — an estimated $253K sold.

KCM Investment Advisors first reported a position in WTFCM in Q4 2015 and held it in 12 quarters. The position peaked at $263K in Q3 2018. 1 fund tracked by Wall St. Rank holds WTFCM as of Q1 2019.

KCM Investment Advisors reported no remaining Wintrust Financial Corporation Fixed-to-Floating Rate Non-Cumulative Perpetual Preferred Stock, Series D position as of Q1 2019 after selling out during the quarter.
KCM Investment Advisors sold 10,088 Wintrust Financial Corporation Fixed-to-Floating Rate Non-Cumulative Perpetual Preferred Stock, Series D shares in Q1 2019, an estimated $253K.
KCM Investment Advisors first reported a position in Wintrust Financial Corporation Fixed-to-Floating Rate Non-Cumulative Perpetual Preferred Stock, Series D in Q4 2015 and held it in 12 quarters.
KCM Investment Advisors's Wintrust Financial Corporation Fixed-to-Floating Rate Non-Cumulative Perpetual Preferred Stock, Series D position peaked at $263K in Q3 2018.
1 fund tracked by Wall St. Rank held Wintrust Financial Corporation Fixed-to-Floating Rate Non-Cumulative Perpetual Preferred Stock, Series D as of Q1 2019.

Based on KCM Investment Advisors's 13F filing for Q1 2019, filed 16 May 2019.