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Suntrust Banks’s Wintrust Financial WTFC Stock Holding History

Suntrust Banks’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
2017
Q1 		– Sell
-7,339
Closed -$532K – 1509
2016
Q4 		$532K Sell
7,339
-1,389
-16% -$86.3K ﹤0.01% 970
2016
Q3 		$485K Sell
8,728
-1,369
-14% -$73.7K ﹤0.01% 966
2016
Q2 		$514K Buy
10,097
+622
+7% +$31.1K ﹤0.01% 940
2016
Q1 		$420K Sell
9,475
-1,627
-15% -$69.7K ﹤0.01% 988
2015
Q4 		$538K Buy
11,102
+7,349
+196% +$375K ﹤0.01% 911
2015
Q3 		$200K Buy
+3,753
New +$198K ﹤0.01% 1162

Other funds holding WTFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
PIM
Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

Suntrust Banks's WTFC Position: Q1 2017 in Review

Suntrust Banks sold out of Wintrust Financial (WTFC) in Q1 2017, closing a stake of 7,339 shares — an estimated $532K sold.

Suntrust Banks first reported a position in WTFC in Q3 2015 and held it in 6 quarters. The position peaked at $538K in Q4 2015. 273 funds tracked by Wall St. Rank hold WTFC as of Q1 2017.

  • Suntrust Banks reported no remaining Wintrust Financial position as of Q1 2017 after selling out during the quarter.
  • Suntrust Banks sold 7,339 Wintrust Financial shares in Q1 2017, an estimated $532K.
  • Suntrust Banks first reported a position in Wintrust Financial in Q3 2015 and held it in 6 quarters.
  • Suntrust Banks's Wintrust Financial position peaked at $538K in Q4 2015.
  • 273 funds tracked by Wall St. Rank held Wintrust Financial as of Q1 2017.

Based on Suntrust Banks's 13F filing for Q1 2017, filed 3 May 2017.