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Premier Asset Management’s Wintrust Financial WTFC Stock Holding History

Premier Asset 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
2020
Q1 		– Sell
-5,036
Closed -$357K – 142
2019
Q4 		$357K Buy
+5,036
New +$336K 0.12% 95
2019
Q3 		– Sell
-16,905
Closed -$1.24M – 146
2019
Q2 		$1.24M Buy
+16,905
New +$1.23M 0.29% 57
2019
Q1 		– Sell
-8,948
Closed -$595K – 144
2018
Q4 		$595K Buy
8,948
+7,548
+539% +$574K 0.16% 86
2018
Q3 		$119K Buy
+1,400
New +$125K 0.03% 115
2018
Q2 		– Sell
-3,519
Closed -$303K – 131
2018
Q1 		$303K Buy
3,519
+749
+27% +$64.5K 0.07% 109
2017
Q4 		$229K Buy
+2,770
New +$223K 0.05% 116

Other funds holding WTFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM