Sonora Investment Management’s Wintrust Financial Corporation Fixed-to-Floating Rate Non-Cumulative Perpetual Preferred Stock, Series D WTFCM Stock Holding History

Sonora Investment Management’s Portfolio WTFCM Stock Details WTFCM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-132	Closed	-$4K	–	1074
2021 Q1	$4K	Hold	132	–	–	﹤0.01%	1597
2020 Q4	$4K	Hold	132	–	–	﹤0.01%	1513
2020 Q3	$3K	Hold	132	–	–	﹤0.01%	1595
2020 Q2	$3K	Hold	132	–	–	﹤0.01%	1537
2020 Q1	$3K	Buy	+132	New	+$3.67K	﹤0.01%	1428

Other funds holding WTFCM

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Sonora Investment Management's WTFCM Position: Q2 2021 in Review

Sonora Investment Management sold out of Wintrust Financial Corporation Fixed-to-Floating Rate Non-Cumulative Perpetual Preferred Stock, Series D (WTFCM) in Q2 2021, closing a stake of 132 shares — an estimated $4K sold.

Sonora Investment Management first reported a position in WTFCM in Q1 2020 and held it in 5 quarters. The position peaked at $4K in Q1 2021. 1 fund tracked by Wall St. Rank holds WTFCM as of Q2 2021.

Sonora Investment Management reported no remaining Wintrust Financial Corporation Fixed-to-Floating Rate Non-Cumulative Perpetual Preferred Stock, Series D position as of Q2 2021 after selling out during the quarter.
Sonora Investment Management sold 132 Wintrust Financial Corporation Fixed-to-Floating Rate Non-Cumulative Perpetual Preferred Stock, Series D shares in Q2 2021, an estimated $4K.
Sonora Investment Management first reported a position in Wintrust Financial Corporation Fixed-to-Floating Rate Non-Cumulative Perpetual Preferred Stock, Series D in Q1 2020 and held it in 5 quarters.
Sonora Investment Management's Wintrust Financial Corporation Fixed-to-Floating Rate Non-Cumulative Perpetual Preferred Stock, Series D position peaked at $4K in Q1 2021.
1 fund tracked by Wall St. Rank held Wintrust Financial Corporation Fixed-to-Floating Rate Non-Cumulative Perpetual Preferred Stock, Series D as of Q2 2021.

Based on Sonora Investment Management's 13F filing for Q2 2021, filed 20 Oct 2021.