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Lombard Odier Asset Management (Switzerland)’s Wintrust Financial WTFC Stock Holding History

Lombard Odier Asset Management (Switzerland)’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
-74,352
Closed -$3.34M – 714
2014
Q3 		$3.34M Buy
+74,352
New +$3.45M 0.09% 249

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BFA
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Invesco
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State Street
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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
WHG
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Jennison Associates
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Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
KAM
Keeley Asset Management Chicago, Illinois $2.35B AUM 26.92% 1-Year Est. Return

Lombard Odier Asset Management (Switzerland)'s WTFC Position: Q4 2014 in Review

Lombard Odier Asset Management (Switzerland) sold out of Wintrust Financial (WTFC) in Q4 2014, closing a stake of 74,352 shares — an estimated $3.34M sold.

Lombard Odier Asset Management (Switzerland) first reported a position in WTFC in Q3 2014 and held it in 1 quarter. The position peaked at $3.34M in Q3 2014. 183 funds tracked by Wall St. Rank hold WTFC as of Q4 2014.

  • Lombard Odier Asset Management (Switzerland) reported no remaining Wintrust Financial position as of Q4 2014 after selling out during the quarter.
  • Lombard Odier Asset Management (Switzerland) sold 74,352 Wintrust Financial shares in Q4 2014, an estimated $3.34M.
  • Lombard Odier Asset Management (Switzerland) first reported a position in Wintrust Financial in Q3 2014 and held it in 1 quarter.
  • Lombard Odier Asset Management (Switzerland)'s Wintrust Financial position peaked at $3.34M in Q3 2014.
  • 183 funds tracked by Wall St. Rank held Wintrust Financial as of Q4 2014.

Based on Lombard Odier Asset Management (Switzerland)'s 13F filing for Q4 2014, filed 17 Feb 2015.