MFS
WTFC icon

MSI Financial Services’s Wintrust Financial WTFC Stock Holding History

MSI Financial Services’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
2016
Q4 		$0 Hold
1
– – ﹤0.01% 4024
2016
Q3 		$0 Hold
1
– – ﹤0.01% 4049
2016
Q2 		$0 Hold
1
– – ﹤0.01% 4108
2016
Q1 		$0 Sell
1
-56
-98% -$2.4K ﹤0.01% 4110
2015
Q4 		$3K Buy
57
+52
+1,040% +$2.65K ﹤0.01% 3341
2015
Q3 		$0 Buy
5
+4
+400% +$211 ﹤0.01% 3383
2015
Q2 		$0 Buy
+1
New +$50 ﹤0.01% 3270

Other funds holding WTFC

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
PIM
Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 1-Year Est. Return

MSI Financial Services's WTFC Position: Q4 2016 in Review

MSI Financial Services held its Wintrust Financial (WTFC) position steady in Q4 2016 at 1 share worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #4024.

MSI Financial Services first reported a position in WTFC in Q2 2015 and has held it in 7 quarters since. The position peaked at $3K in Q4 2015. 260 funds tracked by Wall St. Rank hold WTFC as of Q4 2016.

  • MSI Financial Services held 1 share of Wintrust Financial worth $0 as of Q4 2016.
  • MSI Financial Services left its Wintrust Financial share count unchanged in Q4 2016.
  • Wintrust Financial made up ﹤0.01% of MSI Financial Services's portfolio in Q4 2016, its #4024 holding.
  • MSI Financial Services first reported a position in Wintrust Financial in Q2 2015 and has held it in 7 quarters since.
  • MSI Financial Services's Wintrust Financial position peaked at $3K in Q4 2015.
  • 260 funds tracked by Wall St. Rank held Wintrust Financial as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.