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Sonora Investment Management’s Wintrust Financial WTFC Stock Holding History

Sonora Investment 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
2015
Q4 		– Sell
-57
Closed -$3K – 1165
2015
Q3 		$3K Buy
+57
New +$3.01K ﹤0.01% 923

Other funds holding WTFC

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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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Sonora Investment Management's WTFC Position: Q4 2015 in Review

Sonora Investment Management sold out of Wintrust Financial (WTFC) in Q4 2015, closing a stake of 57 shares — an estimated $3K sold.

Sonora Investment Management first reported a position in WTFC in Q3 2015 and held it in 1 quarter. The position peaked at $3K in Q3 2015. 190 funds tracked by Wall St. Rank hold WTFC as of Q4 2015.

  • Sonora Investment Management reported no remaining Wintrust Financial position as of Q4 2015 after selling out during the quarter.
  • Sonora Investment Management sold 57 Wintrust Financial shares in Q4 2015, an estimated $3K.
  • Sonora Investment Management first reported a position in Wintrust Financial in Q3 2015 and held it in 1 quarter.
  • Sonora Investment Management's Wintrust Financial position peaked at $3K in Q3 2015.
  • 190 funds tracked by Wall St. Rank held Wintrust Financial as of Q4 2015.

Based on Sonora Investment Management's 13F filing for Q4 2015, filed 10 Mar 2016.