LS Investment Advisors’s Wintrust Financial WTFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-3,016
| Closed | -$132K | – | 1471 |
|
|
2020
Q2 | $132K | Buy |
3,016
+109
| +4% | +$4.35K | 0.01% | 891 |
|
|
2020
Q1 | $96K | Hold |
2,907
| – | – | 0.01% | 912 |
|
|
2019
Q4 | $206K | Buy |
2,907
+16
| +0.6% | +$1.07K | 0.01% | 797 |
|
|
2019
Q3 | $187K | Buy |
2,891
+96
| +3% | +$6.37K | 0.01% | 799 |
|
|
2019
Q2 | $204K | Sell |
2,795
-210
| -7% | -$15.3K | 0.01% | 769 |
|
|
2019
Q1 | $202K | Sell |
3,005
-127
| -4% | -$9.07K | 0.01% | 794 |
|
|
2018
Q4 | $208K | Buy |
3,132
+29
| +0.9% | +$2.2K | 0.01% | 725 |
|
|
2018
Q3 | $264K | Sell |
3,103
-88
| -3% | -$7.83K | 0.02% | 734 |
|
|
2018
Q2 | $278K | Sell |
3,191
-52
| -2% | -$4.77K | 0.02% | 734 |
|
|
2018
Q1 | $279K | Sell |
3,243
-229
| -7% | -$19.7K | 0.02% | 718 |
|
|
2017
Q4 | $286K | Sell |
3,472
-814
| -19% | -$65.5K | 0.02% | 719 |
|
|
2017
Q3 | $336K | Sell |
4,286
-201
| -4% | -$14.9K | 0.02% | 707 |
|
|
2017
Q2 | $343K | Buy |
4,487
+984
| +28% | +$70.5K | 0.02% | 677 |
|
|
2017
Q1 | $242K | Buy |
3,503
+1,532
| +78% | +$110K | 0.02% | 761 |
|
|
2016
Q4 | $143K | Buy |
1,971
+73
| +4% | +$4.53K | 0.01% | 932 |
|
|
2016
Q3 | $105K | Buy |
1,898
+146
| +8% | +$7.86K | 0.01% | 994 |
|
|
2016
Q2 | $89K | Buy |
1,752
+95
| +6% | +$4.75K | 0.01% | 1031 |
|
|
2016
Q1 | $73K | Buy |
1,657
+95
| +6% | +$4.07K | 0.01% | 1002 |
|
|
2015
Q4 | $76K | Hold |
1,562
| – | – | 0.01% | 976 |
|
|
2015
Q3 | $83K | Buy |
1,562
+36
| +2% | +$1.9K | 0.01% | 931 |
|
|
2015
Q2 | $81K | Buy |
+1,526
| New | +$76.9K | 0.01% | 976 |
|
Other funds holding WTFC
