Piermont Capital Management’s Wintrust Financial WTFC Stock Holding History

Piermont Capital 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
2018 Q4	$2.34M	Buy	35,200 +600	+2%	+$45.6K	1.11%	35
2018 Q3	$2.94M	Sell	34,600 -2,740	-7%	-$244K	1.18%	16
2018 Q2	$3.25M	Buy	37,340 +2,610	+8%	+$240K	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%	+$270K	0.92%	20
2017 Q3	$2.4M	Buy	+30,620	New	+$2.28M	0.79%	37
2017 Q2	–	Sell	-43,460	Closed	-$3M	–	265
2017 Q1	$3M	Buy	+43,460	New	+$3.12M	0.72%	37
2015 Q4	–	Sell	-66,434	Closed	-$3.55M	–	263
2015 Q3	$3.55M	Buy	66,434 +1,310	+2%	+$69.3K	1.16%	4
2015 Q2	$3.48M	Buy	65,124 +2,260	+4%	+$114K	1.05%	9
2015 Q1	$3M	Buy	62,864 +1,160	+2%	+$53.6K	0.91%	27
2014 Q4	$2.88M	Buy	61,704 +8,550	+16%	+$387K	1.03%	27
2014 Q3	$2.37M	Sell	53,154 -410	-0.8%	-$19K	0.92%	53
2014 Q2	$2.46M	Buy	53,564 +10,511	+24%	+$477K	0.96%	60
2014 Q1	$2.1M	Buy	43,053 +310	+0.7%	+$14.3K	1.01%	35
2013 Q4	$1.97M	Buy	+42,743	New	+$1.89M	0.99%	37

Other funds holding WTFC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Piermont Capital Management's WTFC Position: Q4 2018 in Review

Piermont Capital Management increased its Wintrust Financial (WTFC) stake by 1.7% in Q4 2018, buying an estimated $45.6K and bringing the position to 35,200 shares worth $2.34M. The position accounts for 1.11% of the portfolio, ranked #35.

Piermont Capital Management first reported a position in WTFC in Q4 2013 and has held it in 15 quarters since. The position peaked at $3.55M in Q3 2015. 323 funds tracked by Wall St. Rank hold WTFC as of Q4 2018.

Piermont Capital Management held 35,200 shares of Wintrust Financial worth $2.34M as of Q4 2018.
Piermont Capital Management bought 600 Wintrust Financial shares in Q4 2018, an estimated $45.6K.
Wintrust Financial made up 1.11% of Piermont Capital Management's portfolio in Q4 2018, its #35 holding.
Piermont Capital Management first reported a position in Wintrust Financial in Q4 2013 and has held it in 15 quarters since.
Piermont Capital Management's Wintrust Financial position peaked at $3.55M in Q3 2015.
323 funds tracked by Wall St. Rank held Wintrust Financial as of Q4 2018.

Based on Piermont Capital Management's 13F filing for Q4 2018, filed 13 Feb 2019.