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Old Mutual Customised Solutions’s Wintrust Financial WTFC Stock Holding History

Old Mutual Customised Solutions’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
2013
Q3 		– Sell
-400
Closed -$15K – 1251
2013
Q2 		$15K Buy
+400
New +$14.7K ﹤0.01% 1441

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BFA
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WHG
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KAM
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Old Mutual Customised Solutions's WTFC Position: Q3 2013 in Review

Old Mutual Customised Solutions sold out of Wintrust Financial (WTFC) in Q3 2013, closing a stake of 400 shares — an estimated $15K sold.

Old Mutual Customised Solutions first reported a position in WTFC in Q2 2013 and held it in 1 quarter. The position peaked at $15K in Q2 2013. 173 funds tracked by Wall St. Rank hold WTFC as of Q3 2013.

  • Old Mutual Customised Solutions reported no remaining Wintrust Financial position as of Q3 2013 after selling out during the quarter.
  • Old Mutual Customised Solutions sold 400 Wintrust Financial shares in Q3 2013, an estimated $15K.
  • Old Mutual Customised Solutions first reported a position in Wintrust Financial in Q2 2013 and held it in 1 quarter.
  • Old Mutual Customised Solutions's Wintrust Financial position peaked at $15K in Q2 2013.
  • 173 funds tracked by Wall St. Rank held Wintrust Financial as of Q3 2013.

Based on Old Mutual Customised Solutions's 13F filing for Q3 2013, filed 6 Nov 2013.