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Portfolio Solutions’s Wintrust Financial WTFC Stock Holding History

Portfolio Solutions’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
2015
Q4 		– Sell
-557
Closed -$30K – 16
2015
Q3 		$30K Buy
+557
New +$29.4K 0.01% 9

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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Portfolio Solutions's WTFC Position: Q4 2015 in Review

Portfolio Solutions sold out of Wintrust Financial (WTFC) in Q4 2015, closing a stake of 557 shares — an estimated $30K sold.

Portfolio Solutions first reported a position in WTFC in Q3 2015 and held it in 1 quarter. The position peaked at $30K in Q3 2015. 190 funds tracked by Wall St. Rank hold WTFC as of Q4 2015.

  • Portfolio Solutions reported no remaining Wintrust Financial position as of Q4 2015 after selling out during the quarter.
  • Portfolio Solutions sold 557 Wintrust Financial shares in Q4 2015, an estimated $30K.
  • Portfolio Solutions first reported a position in Wintrust Financial in Q3 2015 and held it in 1 quarter.
  • Portfolio Solutions's Wintrust Financial position peaked at $30K in Q3 2015.
  • 190 funds tracked by Wall St. Rank held Wintrust Financial as of Q4 2015.

Based on Portfolio Solutions's 13F filing for Q4 2015, filed 20 Jan 2016.