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Perimeter Capital Partners’s Wintrust Financial WTFC Stock Holding History

Perimeter Capital Partners’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
2014
Q3 		– Sell
-11,342
Closed -$522K – 161
2014
Q2 		$522K Hold
11,342
– – 0.27% 149
2014
Q1 		$552K Buy
11,342
+2,711
+31% +$125K 0.27% 137
2013
Q4 		$398K Hold
8,631
– – 0.2% 160
2013
Q3 		$354K Buy
+8,631
New +$351K 0.07% 212

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Invesco
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State Street
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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
KAM
Keeley Asset Management Chicago, Illinois $2.35B AUM 26.92% 1-Year Est. Return

Perimeter Capital Partners's WTFC Position: Q3 2014 in Review

Perimeter Capital Partners sold out of Wintrust Financial (WTFC) in Q3 2014, closing a stake of 11,342 shares — an estimated $522K sold.

Perimeter Capital Partners first reported a position in WTFC in Q3 2013 and held it in 4 quarters. The position peaked at $552K in Q1 2014. 182 funds tracked by Wall St. Rank hold WTFC as of Q3 2014.

  • Perimeter Capital Partners reported no remaining Wintrust Financial position as of Q3 2014 after selling out during the quarter.
  • Perimeter Capital Partners sold 11,342 Wintrust Financial shares in Q3 2014, an estimated $522K.
  • Perimeter Capital Partners first reported a position in Wintrust Financial in Q3 2013 and held it in 4 quarters.
  • Perimeter Capital Partners's Wintrust Financial position peaked at $552K in Q1 2014.
  • 182 funds tracked by Wall St. Rank held Wintrust Financial as of Q3 2014.

Based on Perimeter Capital Partners's 13F filing for Q3 2014, filed 10 Nov 2014.