RNS
WTFC icon

Robert N. Shapiro’s Wintrust Financial WTFC Stock Holding History

Robert N. Shapiro’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
2013
Q4 		– Sell
-1,200
Closed -$49K – 922
2013
Q3 		$49K Hold
1,200
– – 0.01% 590
2013
Q2 		$46K Buy
+1,200
New +$44.1K 0.01% 579

Other funds holding WTFC

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
KAM
Keeley Asset Management Chicago, Illinois $2.35B AUM 26.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Robert N. Shapiro's WTFC Position: Q4 2013 in Review

Robert N. Shapiro sold out of Wintrust Financial (WTFC) in Q4 2013, closing a stake of 1,200 shares — an estimated $49K sold.

Robert N. Shapiro first reported a position in WTFC in Q2 2013 and held it in 2 quarters. The position peaked at $49K in Q3 2013. 186 funds tracked by Wall St. Rank hold WTFC as of Q4 2013.

  • Robert N. Shapiro reported no remaining Wintrust Financial position as of Q4 2013 after selling out during the quarter.
  • Robert N. Shapiro sold 1,200 Wintrust Financial shares in Q4 2013, an estimated $49K.
  • Robert N. Shapiro first reported a position in Wintrust Financial in Q2 2013 and held it in 2 quarters.
  • Robert N. Shapiro's Wintrust Financial position peaked at $49K in Q3 2013.
  • 186 funds tracked by Wall St. Rank held Wintrust Financial as of Q4 2013.

Based on Robert N. Shapiro's 13F filing for Q4 2013, filed 6 Feb 2014.