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Numeric Investors’s Wintrust Financial WTFC Stock Holding History

Numeric Investors’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
Q4 		– Sell
-6,400
Closed -$501K – 1195
2017
Q3 		$501K Buy
+6,400
New +$476K ﹤0.01% 878
2017
Q1 		– Sell
-4,500
Closed -$327K – 1169
2016
Q4 		$327K Buy
+4,500
New +$279K ﹤0.01% 900
2015
Q3 		– Sell
-5,700
Closed -$304K – 1170
2015
Q2 		$304K Buy
+5,700
New +$287K ﹤0.01% 754

Other funds holding WTFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Numeric Investors's WTFC Position: Q4 2017 in Review

Numeric Investors sold out of Wintrust Financial (WTFC) in Q4 2017, closing a stake of 6,400 shares — an estimated $501K sold.

Numeric Investors first reported a position in WTFC in Q2 2015 and held it in 3 quarters. The position peaked at $501K in Q3 2017. 309 funds tracked by Wall St. Rank hold WTFC as of Q4 2017.

  • Numeric Investors reported no remaining Wintrust Financial position as of Q4 2017 after selling out during the quarter.
  • Numeric Investors sold 6,400 Wintrust Financial shares in Q4 2017, an estimated $501K.
  • Numeric Investors first reported a position in Wintrust Financial in Q2 2015 and held it in 3 quarters.
  • Numeric Investors's Wintrust Financial position peaked at $501K in Q3 2017.
  • 309 funds tracked by Wall St. Rank held Wintrust Financial as of Q4 2017.

Based on Numeric Investors's 13F filing for Q4 2017, filed 14 Feb 2018.