MAA
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Managed Account Advisors’s Wintrust Financial WTFC Stock Holding History

Managed Account Advisors’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
2015
Q2 		$6.27M Buy
117,548
+31,419
+36% +$1.58M 0.01% 1313
2015
Q1 		$4.11M Sell
86,129
-4,559
-5% -$211K ﹤0.01% 1518
2014
Q4 		$4.24M Sell
90,688
-2,734
-3% -$124K ﹤0.01% 1475
2014
Q3 		$4.17M Sell
93,422
-5,421
-5% -$251K ﹤0.01% 1461
2014
Q2 		$4.55M Sell
98,843
-181
-0.2% -$8.21K 0.01% 1418
2014
Q1 		$4.82M Buy
99,024
+2,953
+3% +$136K 0.01% 1336
2013
Q4 		$4.43M Sell
96,071
-3,865
-4% -$171K 0.01% 1350
2013
Q3 		$4.11M Buy
99,936
+48,013
+92% +$1.95M 0.01% 1330
2013
Q2 		$1.99M Buy
+51,923
New +$1.91M ﹤0.01% 1621

Other funds holding WTFC

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return