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Krilogy Financial’s Wintrust Financial WTFC Stock Holding History

Krilogy Financial’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
2016
Q3 		– Sell
-146
Closed -$7K – 780
2016
Q2 		$7K Buy
+146
New +$7.31K ﹤0.01% 585

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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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Krilogy Financial's WTFC Position: Q3 2016 in Review

Krilogy Financial sold out of Wintrust Financial (WTFC) in Q3 2016, closing a stake of 146 shares — an estimated $7K sold.

Krilogy Financial first reported a position in WTFC in Q2 2016 and held it in 1 quarter. The position peaked at $7K in Q2 2016. 217 funds tracked by Wall St. Rank hold WTFC as of Q3 2016.

  • Krilogy Financial reported no remaining Wintrust Financial position as of Q3 2016 after selling out during the quarter.
  • Krilogy Financial sold 146 Wintrust Financial shares in Q3 2016, an estimated $7K.
  • Krilogy Financial first reported a position in Wintrust Financial in Q2 2016 and held it in 1 quarter.
  • Krilogy Financial's Wintrust Financial position peaked at $7K in Q2 2016.
  • 217 funds tracked by Wall St. Rank held Wintrust Financial as of Q3 2016.

Based on Krilogy Financial's 13F filing for Q3 2016, filed 15 Nov 2016.