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Salem Investment Counselors’s Wintrust Financial WTFC Stock Holding History

Salem Investment Counselors’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
-85
Closed -$6K – 691
2016
Q4 		$6K Buy
+85
New +$5.28K ﹤0.01% 533

Other funds holding WTFC

BlackRock
BlackRock New York $5.72T 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 $1.56T 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

Salem Investment Counselors's WTFC Position: Q1 2017 in Review

Salem Investment Counselors sold out of Wintrust Financial (WTFC) in Q1 2017, closing a stake of 85 shares — an estimated $6K sold.

Salem Investment Counselors first reported a position in WTFC in Q4 2016 and held it in 1 quarter. The position peaked at $6K in Q4 2016. 273 funds tracked by Wall St. Rank hold WTFC as of Q1 2017.

  • Salem Investment Counselors reported no remaining Wintrust Financial position as of Q1 2017 after selling out during the quarter.
  • Salem Investment Counselors sold 85 Wintrust Financial shares in Q1 2017, an estimated $6K.
  • Salem Investment Counselors first reported a position in Wintrust Financial in Q4 2016 and held it in 1 quarter.
  • Salem Investment Counselors's Wintrust Financial position peaked at $6K in Q4 2016.
  • 273 funds tracked by Wall St. Rank held Wintrust Financial as of Q1 2017.

Based on Salem Investment Counselors's 13F filing for Q1 2017, filed 16 May 2017.