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Spot Trading’s Wintrust Financial WTFC Stock Holding History

Spot Trading’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
-5,000
Closed -$278K – 3228
2016
Q3 		$278K Sell
5,000
-7,400
-60% -$398K 0.01% 1872
2016
Q2 		$632K Buy
+12,400
New +$621K 0.01% 1451

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

Spot Trading's WTFC Position: Q4 2016 in Review

Spot Trading sold out of Wintrust Financial (WTFC) in Q4 2016, closing a stake of 300 shares — an estimated $17K sold.

Spot Trading first reported a position in WTFC in Q2 2016 and held it in 2 quarters. The position peaked at $153K in Q2 2016. 260 funds tracked by Wall St. Rank hold WTFC as of Q4 2016.

  • Spot Trading reported no remaining Wintrust Financial position as of Q4 2016 after selling out during the quarter.
  • Spot Trading sold 300 Wintrust Financial shares in Q4 2016, an estimated $17K.
  • Spot Trading first reported a position in Wintrust Financial in Q2 2016 and held it in 2 quarters.
  • Spot Trading's Wintrust Financial position peaked at $153K in Q2 2016.
  • 260 funds tracked by Wall St. Rank held Wintrust Financial as of Q4 2016.

Based on Spot Trading's 13F filing for Q4 2016, filed 7 Feb 2017.