Princeton Alpha Management’s Wintrust Financial WTFC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q1 | – | Sell |
-6,200
| Closed | -$450K | – | 772 |
|
2016
Q4 | $450K | Buy |
+6,200
| New | +$450K | 0.09% | 341 |
|
2015
Q2 | – | Sell |
-9,811
| Closed | -$468K | – | 912 |
|
2015
Q1 | $468K | Buy |
9,811
+2,526
| +35% | +$120K | 0.1% | 284 |
|
2014
Q4 | $341K | Sell |
7,285
-1,548
| -18% | -$72.5K | 0.1% | 372 |
|
2014
Q3 | $395K | Buy |
+8,833
| New | +$395K | 0.09% | 320 |
|
2014
Q1 | – | Sell |
-6,241
| Closed | -$288K | – | 748 |
|
2013
Q4 | $288K | Buy |
+6,241
| New | +$288K | 0.21% | 204 |
|