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
Search
Sign in
Sign up
PAM
Paradigm Asset Management’s
Wintrust Financial
WTFC
Stock Holding History
Paradigm Asset Management’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
-28,600
Closed
-$2.24M
–
434
2017
Q3
$2.24M
Sell
28,600
-10,000
-26%
-$743K
0.58%
71
2017
Q2
$2.95M
Buy
+38,600
New
+$2.76M
0.6%
71
2015
Q4
–
Sell
-1,100
Closed
-$58.8K
–
857
2015
Q3
$58.8K
Buy
+1,100
New
+$58.2K
0.01%
601
2015
Q1
–
Sell
-1,680
Closed
-$78.6K
–
848
2014
Q4
$78.6K
Hold
1,680
–
–
0.01%
586
2014
Q3
$75K
Sell
1,680
-200
-11%
-$9.27K
0.01%
596
2014
Q2
$86.5K
Hold
1,880
–
–
0.01%
631
2014
Q1
$91.5K
Hold
1,880
–
–
0.01%
577
2013
Q4
$86.7K
Sell
1,880
-100
-5%
-$4.42K
0.01%
584
2013
Q3
$81.3K
Hold
1,980
–
–
0.01%
590
2013
Q2
$75.8K
Buy
+1,980
New
+$72.8K
0.01%
599
Other funds holding WTFC
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Massachusetts Financial Services
Boston, Massachusetts
$298B AUM
21.96%
1-Year Est. Return
Northern Trust
Chicago, Illinois
$757B AUM
28.64%
1-Year Est. Return
Fisher Asset Management
Camas, Washington
$295B AUM
31.6%
1-Year Est. Return
Jennison Associates
New York
$145B AUM
34.61%
1-Year Est. Return
Invesco
Atlanta, Georgia
$1.02T AUM
30.18%
1-Year Est. Return
Sign up
Sign in
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
Theme
Close