Sit Investment Associates’s Wintrust Financial WTFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-2,250
| Closed | -$98K | – | 536 |
|
|
2020
Q2 | $98K | Sell |
2,250
-2,625
| -54% | -$114K | ﹤0.01% | 482 |
|
|
2020
Q1 | $160K | Hold |
4,875
| – | – | 0.01% | 439 |
|
|
2019
Q4 | $346K | Sell |
4,875
-5,700
| -54% | -$405K | 0.01% | 407 |
|
|
2019
Q3 | $683K | Hold |
10,575
| – | – | 0.02% | 359 |
|
|
2019
Q2 | $774K | Hold |
10,575
| – | – | 0.02% | 364 |
|
|
2019
Q1 | $712K | Hold |
10,575
| – | – | 0.02% | 369 |
|
|
2018
Q4 | $703K | Sell |
10,575
-3,050
| -22% | -$203K | 0.02% | 362 |
|
|
2018
Q3 | $1.16M | Sell |
13,625
-2,800
| -17% | -$238K | 0.03% | 321 |
|
|
2018
Q2 | $1.43M | Buy |
16,425
+1,875
| +13% | +$163K | 0.04% | 319 |
|
|
2018
Q1 | $1.25M | Buy |
14,550
+690
| +5% | +$59.4K | 0.03% | 333 |
|
|
2017
Q4 | $1.14M | Buy |
13,860
+1,095
| +9% | +$90.2K | 0.03% | 355 |
|
|
2017
Q3 | $1M | Buy |
12,765
+665
| +5% | +$52.1K | 0.02% | 354 |
|
|
2017
Q2 | $925K | Buy |
12,100
+850
| +8% | +$65K | 0.02% | 358 |
|
|
2017
Q1 | $778K | Buy |
11,250
+9,650
| +603% | +$667K | 0.02% | 378 |
|
|
2016
Q4 | $116K | Buy |
+1,600
| New | +$116K | ﹤0.01% | 448 |
|