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Koch Industries’s Wintrust Financial WTFC Stock Holding History

Koch Industries’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
2018
Q2 		– Sell
-3,213
Closed -$276K – 663
2018
Q1 		$276K Sell
3,213
-4,276
-57% -$368K 0.03% 675
2017
Q4 		$617K Buy
7,489
+3,993
+114% +$322K 0.09% 181
2017
Q3 		$274K Buy
+3,496
New +$260K 0.07% 331

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State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Koch Industries's WTFC Position: Q2 2018 in Review

Koch Industries sold out of Wintrust Financial (WTFC) in Q2 2018, closing a stake of 3,213 shares — an estimated $276K sold.

Koch Industries first reported a position in WTFC in Q3 2017 and held it in 3 quarters. The position peaked at $617K in Q4 2017. 315 funds tracked by Wall St. Rank hold WTFC as of Q2 2018.

  • Koch Industries reported no remaining Wintrust Financial position as of Q2 2018 after selling out during the quarter.
  • Koch Industries sold 3,213 Wintrust Financial shares in Q2 2018, an estimated $276K.
  • Koch Industries first reported a position in Wintrust Financial in Q3 2017 and held it in 3 quarters.
  • Koch Industries's Wintrust Financial position peaked at $617K in Q4 2017.
  • 315 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2018.

Based on Koch Industries's 13F filing for Q2 2018, filed 13 Aug 2018.