Schroder Investment Management Group
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Schroder Investment Management Group’s Wintrust Financial WTFC Stock Holding History

Schroder Investment Management Group’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
2016
Q4 		– Sell
-426,164
Closed -$23.7M – 1198
2016
Q3 		$23.7M Buy
426,164
+4,047
+1% +$218K 0.04% 434
2016
Q2 		$21.5M Buy
422,117
+3,900
+0.9% +$195K 0.04% 444
2016
Q1 		$18.5M Sell
418,217
-226,283
-35% -$9.69M 0.04% 490
2015
Q4 		$31.3M Buy
644,500
+800
+0.1% +$40.8K 0.06% 352
2015
Q3 		$34.4M Buy
643,700
+11,000
+2% +$582K 0.07% 328
2015
Q2 		$33.4M Buy
632,700
+8,200
+1% +$413K 0.07% 353
2015
Q1 		$29.3M Buy
624,500
+6,700
+1% +$310K 0.06% 389
2014
Q4 		$28.9M Sell
617,800
-11,600
-2% -$525K 0.06% 388
2014
Q3 		$28.1M Buy
629,400
+169,600
+37% +$7.86M 0.04% 405
2014
Q2 		$21.2M Buy
+459,800
New +$20.8M 0.03% 472
2013
Q4 		– Sell
-700
Closed -$28.7K – 1572
2013
Q3 		$28.7K Hold
700
– – ﹤0.01% 1373
2013
Q2 		$26.8K Buy
+700
New +$25.7K ﹤0.01% 1359

Other funds holding WTFC

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 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

Schroder Investment Management Group's WTFC Position: Q4 2016 in Review

Schroder Investment Management Group sold out of Wintrust Financial (WTFC) in Q4 2016, closing a stake of 426,164 shares — an estimated $23.7M sold.

Schroder Investment Management Group first reported a position in WTFC in Q2 2013 and held it in 12 quarters. The position peaked at $34.4M in Q3 2015. 260 funds tracked by Wall St. Rank hold WTFC as of Q4 2016.

  • Schroder Investment Management Group reported no remaining Wintrust Financial position as of Q4 2016 after selling out during the quarter.
  • Schroder Investment Management Group sold 426,164 Wintrust Financial shares in Q4 2016, an estimated $23.7M.
  • Schroder Investment Management Group first reported a position in Wintrust Financial in Q2 2013 and held it in 12 quarters.
  • Schroder Investment Management Group's Wintrust Financial position peaked at $34.4M in Q3 2015.
  • 260 funds tracked by Wall St. Rank held Wintrust Financial as of Q4 2016.

Based on Schroder Investment Management Group's 13F filing for Q4 2016, filed 10 Feb 2017.