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MWNA
Marshall Wace North America’s
Wintrust Financial
WTFC
Stock Holding History
Marshall Wace North America’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
2020
Q3
–
Sell
-74,083
Closed
-$3.23M
–
1509
2020
Q2
$3.23M
Sell
74,083
-114,855
-61%
-$4.59M
0.02%
457
2020
Q1
$6.21M
Buy
+188,938
New
+$10.5M
0.05%
281
2019
Q4
–
Sell
-17,142
Closed
-$1.11M
–
1646
2019
Q3
$1.11M
Sell
17,142
-76,869
-82%
-$5.1M
0.01%
674
2019
Q2
$6.88M
Sell
94,011
-554
-0.6%
-$40.5K
0.04%
296
2019
Q1
$6.37M
Buy
94,565
+76,819
+433%
+$5.49M
0.05%
275
2018
Q4
$1.18M
Buy
+17,746
New
+$1.35M
0.01%
573
2018
Q3
–
Sell
-72,303
Closed
-$6.29M
–
1414
2018
Q2
$6.29M
Buy
+72,303
New
+$6.64M
0.04%
459
2018
Q1
–
Sell
-78,260
Closed
-$6.45M
–
1727
2017
Q4
$6.45M
Buy
+78,260
New
+$6.3M
0.04%
509
2013
Q3
–
Sell
-21,202
Closed
-$812K
–
723
2013
Q2
$812K
Buy
+21,202
New
+$780K
0.06%
249
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1-Year Est. Return
JP Morgan Chase
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1-Year Est. Return
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$2.9T AUM
29.55%
1-Year Est. Return
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$61.5B AUM
30.7%
1-Year Est. Return
Norges Bank
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$935B AUM
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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