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Miles Capital’s Wintrust Financial WTFC Stock Holding History

Miles Capital’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
2017
Q3 		– Sell
-3,574
Closed -$273K – 233
2017
Q2 		$273K Sell
3,574
-21
-0.6% -$1.5K 0.15% 123
2017
Q1 		$248K Buy
3,595
+10
+0.3% +$718 0.14% 137
2016
Q4 		$260K Buy
+3,585
New +$223K 0.16% 104

Other funds holding WTFC

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Vanguard Group
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Miles Capital's WTFC Position: Q3 2017 in Review

Miles Capital sold out of Wintrust Financial (WTFC) in Q3 2017, closing a stake of 3,574 shares — an estimated $273K sold.

Miles Capital first reported a position in WTFC in Q4 2016 and held it in 3 quarters. The position peaked at $273K in Q2 2017. 283 funds tracked by Wall St. Rank hold WTFC as of Q3 2017.

  • Miles Capital reported no remaining Wintrust Financial position as of Q3 2017 after selling out during the quarter.
  • Miles Capital sold 3,574 Wintrust Financial shares in Q3 2017, an estimated $273K.
  • Miles Capital first reported a position in Wintrust Financial in Q4 2016 and held it in 3 quarters.
  • Miles Capital's Wintrust Financial position peaked at $273K in Q2 2017.
  • 283 funds tracked by Wall St. Rank held Wintrust Financial as of Q3 2017.

Based on Miles Capital's 13F filing for Q3 2017, filed 13 Nov 2017.