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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

Premier Asset Management's WTFC Position: Q1 2020 in Review

Premier Asset Management sold out of Wintrust Financial (WTFC) in Q1 2020, closing a stake of 5,036 shares — an estimated $357K sold.

Premier Asset Management first reported a position in WTFC in Q4 2017 and held it in 6 quarters. The position peaked at $1.24M in Q2 2019. 255 funds tracked by Wall St. Rank hold WTFC as of Q1 2020.

Premier Asset Management reported no remaining Wintrust Financial position as of Q1 2020 after selling out during the quarter.
Premier Asset Management sold 5,036 Wintrust Financial shares in Q1 2020, an estimated $357K.
Premier Asset Management first reported a position in Wintrust Financial in Q4 2017 and held it in 6 quarters.
Premier Asset Management's Wintrust Financial position peaked at $1.24M in Q2 2019.
255 funds tracked by Wall St. Rank held Wintrust Financial as of Q1 2020.

Based on Premier Asset Management's 13F filing for Q1 2020, filed 7 May 2020.