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Princeton Alpha Management’s Wintrust Financial WTFC Stock Holding History

Princeton Alpha 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
2017
Q1 		– Sell
-6,200
Closed -$450K – 772
2016
Q4 		$450K Buy
+6,200
New +$385K 0.09% 341
2015
Q2 		– Sell
-9,811
Closed -$468K – 912
2015
Q1 		$468K Buy
9,811
+2,526
+35% +$117K 0.1% 284
2014
Q4 		$341K Sell
7,285
-1,548
-18% -$70.1K 0.1% 372
2014
Q3 		$395K Buy
+8,833
New +$409K 0.09% 320
2014
Q1 		– Sell
-6,241
Closed -$288K – 748
2013
Q4 		$288K Buy
+6,241
New +$276K 0.21% 204

Other funds holding WTFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
PIM
Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

Princeton Alpha Management's WTFC Position: Q1 2017 in Review

Princeton Alpha Management sold out of Wintrust Financial (WTFC) in Q1 2017, closing a stake of 6,200 shares — an estimated $450K sold.

Princeton Alpha Management first reported a position in WTFC in Q4 2013 and held it in 5 quarters. The position peaked at $468K in Q1 2015. 273 funds tracked by Wall St. Rank hold WTFC as of Q1 2017.

  • Princeton Alpha Management reported no remaining Wintrust Financial position as of Q1 2017 after selling out during the quarter.
  • Princeton Alpha Management sold 6,200 Wintrust Financial shares in Q1 2017, an estimated $450K.
  • Princeton Alpha Management first reported a position in Wintrust Financial in Q4 2013 and held it in 5 quarters.
  • Princeton Alpha Management's Wintrust Financial position peaked at $468K in Q1 2015.
  • 273 funds tracked by Wall St. Rank held Wintrust Financial as of Q1 2017.

Based on Princeton Alpha Management's 13F filing for Q1 2017, filed 3 May 2017.