TD Asset Management’s Wintrust Financial WTFC Stock Holding History

TD Asset 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
2018 Q1	–	Sell	-4,000	Closed	-$329K	–	1373
2017 Q4	$329K	Buy	4,000 +400	+11%	+$32.2K	﹤0.01%	1251
2017 Q3	$282K	Hold	3,600	–	–	﹤0.01%	1244
2017 Q2	$275K	Sell	3,600 -1,700	-32%	-$122K	﹤0.01%	1273
2017 Q1	$366K	Hold	5,300	–	–	﹤0.01%	1282
2016 Q4	$385K	Sell	5,300 -13,800	-72%	-$857K	﹤0.01%	1242
2016 Q3	$1.06M	Buy	19,100 +4,300	+29%	+$231K	﹤0.01%	995
2016 Q2	$755K	Sell	14,800 -2,600	-15%	-$130K	﹤0.01%	1015
2016 Q1	$772K	Sell	17,400 -8,100	-32%	-$347K	﹤0.01%	1019
2015 Q4	$1.24M	Buy	25,500 +5,300	+26%	+$271K	﹤0.01%	913
2015 Q3	$1.08M	Buy	20,200 +11,500	+132%	+$608K	﹤0.01%	905
2015 Q2	$464K	Buy	+8,700	New	+$438K	﹤0.01%	1140

Other funds holding WTFC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

TD Asset Management's WTFC Position: Q1 2018 in Review

TD Asset Management sold out of Wintrust Financial (WTFC) in Q1 2018, closing a stake of 4,000 shares — an estimated $329K sold.

TD Asset Management first reported a position in WTFC in Q2 2015 and held it in 11 quarters. The position peaked at $1.24M in Q4 2015. 300 funds tracked by Wall St. Rank hold WTFC as of Q1 2018.

TD Asset Management reported no remaining Wintrust Financial position as of Q1 2018 after selling out during the quarter.
TD Asset Management sold 4,000 Wintrust Financial shares in Q1 2018, an estimated $329K.
TD Asset Management first reported a position in Wintrust Financial in Q2 2015 and held it in 11 quarters.
TD Asset Management's Wintrust Financial position peaked at $1.24M in Q4 2015.
300 funds tracked by Wall St. Rank held Wintrust Financial as of Q1 2018.

Based on TD Asset Management's 13F filing for Q1 2018, filed 11 May 2018.