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Summit Securities Group’s Wintrust Financial WTFC Stock Holding History

Summit Securities 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
2014
Q1 		– Sell
-100
Closed -$5K – 605
2013
Q4 		$5K Buy
+100
New +$4.42K ﹤0.01% 391

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BFA
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T. Rowe Price Associates
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WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
KAM
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Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Summit Securities Group's WTFC Position: Q1 2014 in Review

Summit Securities Group sold out of Wintrust Financial (WTFC) in Q1 2014, closing a stake of 100 shares — an estimated $5K sold.

Summit Securities Group first reported a position in WTFC in Q4 2013 and held it in 1 quarter. The position peaked at $5K in Q4 2013. 178 funds tracked by Wall St. Rank hold WTFC as of Q1 2014.

  • Summit Securities Group reported no remaining Wintrust Financial position as of Q1 2014 after selling out during the quarter.
  • Summit Securities Group sold 100 Wintrust Financial shares in Q1 2014, an estimated $5K.
  • Summit Securities Group first reported a position in Wintrust Financial in Q4 2013 and held it in 1 quarter.
  • Summit Securities Group's Wintrust Financial position peaked at $5K in Q4 2013.
  • 178 funds tracked by Wall St. Rank held Wintrust Financial as of Q1 2014.

Based on Summit Securities Group's 13F filing for Q1 2014, filed 17 Apr 2014.