Liberty Mutual Group Asset Management’s Wintrust Financial WTFC Stock Holding History

Liberty Mutual Group Asset Management’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 Q4	–	Sell	-11,208	Closed	-$952K	–	800
2018 Q3	$952K	Hold	11,208	–	–	0.02%	408
2018 Q2	$976K	Buy	11,208 +194	+2%	+$17.8K	0.02%	380
2018 Q1	$948K	Sell	11,014 -3,154	-22%	-$272K	0.03%	400
2017 Q4	$1.17M	Sell	14,168 -391	-3%	-$31.5K	0.03%	376
2017 Q3	$1.14M	Sell	14,559 -7,481	-34%	-$556K	0.06%	384
2017 Q2	$1.69M	Buy	+22,040	New	+$1.58M	0.07%	374
2014 Q1	–	Sell	-25,630	Closed	-$1.18M	–	1035
2013 Q4	$1.18M	Buy	25,630 +620	+2%	+$27.4K	0.04%	724
2013 Q3	$1.03M	Sell	25,010 -5,800	-19%	-$236K	0.04%	577
2013 Q2	$1.18M	Buy	+30,810	New	+$1.13M	0.05%	494

Other funds holding WTFC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Liberty Mutual Group Asset Management's WTFC Position: Q4 2018 in Review

Liberty Mutual Group Asset Management sold out of Wintrust Financial (WTFC) in Q4 2018, closing a stake of 11,208 shares — an estimated $952K sold.

Liberty Mutual Group Asset Management first reported a position in WTFC in Q2 2013 and held it in 9 quarters. The position peaked at $1.69M in Q2 2017. 323 funds tracked by Wall St. Rank hold WTFC as of Q4 2018.

Liberty Mutual Group Asset Management reported no remaining Wintrust Financial position as of Q4 2018 after selling out during the quarter.
Liberty Mutual Group Asset Management sold 11,208 Wintrust Financial shares in Q4 2018, an estimated $952K.
Liberty Mutual Group Asset Management first reported a position in Wintrust Financial in Q2 2013 and held it in 9 quarters.
Liberty Mutual Group Asset Management's Wintrust Financial position peaked at $1.69M in Q2 2017.
323 funds tracked by Wall St. Rank held Wintrust Financial as of Q4 2018.

Based on Liberty Mutual Group Asset Management's 13F filing for Q4 2018, filed 14 Feb 2019.