PAM
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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 $5.7T AUM 30.48% 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 $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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 $13.7B AUM 21.48% 1-Year Est. Return