Piermont Capital Management’s Wintrust Financial WTFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $2.34M | Buy |
35,200
+600
| +2% | +$39.9K | 1.11% | 35 |
|
|
2018
Q3 | $2.94M | Sell |
34,600
-2,740
| -7% | -$233K | 1.18% | 16 |
|
|
2018
Q2 | $3.25M | Buy |
37,340
+2,610
| +8% | +$227K | 1% | 10 |
|
|
2018
Q1 | $2.99M | Buy |
34,730
+760
| +2% | +$65.4K | 1% | 14 |
|
|
2017
Q4 | $2.8M | Buy |
33,970
+3,350
| +11% | +$276K | 0.92% | 20 |
|
|
2017
Q3 | $2.4M | Buy |
+30,620
| New | +$2.4M | 0.79% | 37 |
|
|
2017
Q2 | – | Sell |
-43,460
| Closed | -$3M | – | 264 |
|
|
2017
Q1 | $3M | Buy |
+43,460
| New | +$3M | 0.72% | 37 |
|
|
2015
Q4 | – | Sell |
-66,434
| Closed | -$3.55M | – | 263 |
|
|
2015
Q3 | $3.55M | Buy |
66,434
+1,310
| +2% | +$70K | 1.16% | 4 |
|
|
2015
Q2 | $3.48M | Buy |
65,124
+2,260
| +4% | +$121K | 1.05% | 9 |
|
|
2015
Q1 | $3M | Buy |
62,864
+1,160
| +2% | +$55.3K | 0.91% | 27 |
|
|
2014
Q4 | $2.89M | Buy |
61,704
+8,550
| +16% | +$400K | 1.03% | 27 |
|
|
2014
Q3 | $2.37M | Sell |
53,154
-410
| -0.8% | -$18.3K | 0.92% | 53 |
|
|
2014
Q2 | $2.46M | Buy |
53,564
+10,511
| +24% | +$484K | 0.96% | 60 |
|
|
2014
Q1 | $2.1M | Buy |
43,053
+310
| +0.7% | +$15.1K | 1.01% | 35 |
|
|
2013
Q4 | $1.97M | Buy |
+42,743
| New | +$1.97M | 0.99% | 37 |
|