Premier Asset Management’s Wintrust Financial WTFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-5,036
| Closed | -$357K | – | 142 |
|
|
2019
Q4 | $357K | Buy |
+5,036
| New | +$357K | 0.12% | 95 |
|
|
2019
Q3 | – | Sell |
-16,905
| Closed | -$1.24M | – | 146 |
|
|
2019
Q2 | $1.24M | Buy |
+16,905
| New | +$1.24M | 0.29% | 57 |
|
|
2019
Q1 | – | Sell |
-8,948
| Closed | -$595K | – | 144 |
|
|
2018
Q4 | $595K | Buy |
8,948
+7,548
| +539% | +$502K | 0.16% | 86 |
|
|
2018
Q3 | $119K | Buy |
+1,400
| New | +$119K | 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 | +$229K | 0.05% | 116 |
|