PI
WTFC icon

Placemark Investments’s Wintrust Financial WTFC Stock Holding History

Placemark Investments’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
Q4 		$379K Buy
8,109
+729
+10% +$33K 0.01% 1297
2014
Q3 		$330K Sell
7,380
-244
-3% -$11.3K 0.01% 1358
2014
Q2 		$350K Sell
7,624
-93
-1% -$4.22K 0.01% 1327
2014
Q1 		$375K Buy
7,717
+651
+9% +$30K 0.01% 1242
2013
Q4 		$325K Buy
7,066
+819
+13% +$36.2K 0.01% 1312
2013
Q3 		$256K Buy
+6,247
New +$254K ﹤0.01% 1380

Other funds holding WTFC

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
KAM
Keeley Asset Management Chicago, Illinois $2.35B AUM 26.92% 1-Year Est. Return

Placemark Investments's WTFC Position: Q4 2014 in Review

Placemark Investments increased its Wintrust Financial (WTFC) stake by 9.9% in Q4 2014, buying an estimated $33K and bringing the position to 8,109 shares worth $379K. The position accounts for 0.01% of the portfolio, ranked #1297.

Placemark Investments first reported a position in WTFC in Q3 2013 and has held it in 6 quarters since. 182 funds tracked by Wall St. Rank hold WTFC as of Q4 2014.

  • Placemark Investments held 8,109 shares of Wintrust Financial worth $379K as of Q4 2014.
  • Placemark Investments bought 729 Wintrust Financial shares in Q4 2014, an estimated $33K.
  • Wintrust Financial made up 0.01% of Placemark Investments's portfolio in Q4 2014, its #1297 holding.
  • Placemark Investments first reported a position in Wintrust Financial in Q3 2013 and has held it in 6 quarters since.
  • 182 funds tracked by Wall St. Rank held Wintrust Financial as of Q4 2014.

Based on Placemark Investments's 13F filing for Q4 2014, filed 17 Feb 2015.