Waratah Capital Advisors’s Wintrust Financial WTFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-10,462
| Closed | -$889K | – | 157 |
|
|
2018
Q3 | $889K | Buy |
+10,462
| New | +$889K | 0.09% | 114 |
|
|
2017
Q4 | – | Sell |
-10,852
| Closed | -$850K | – | 158 |
|
|
2017
Q3 | $850K | Buy |
10,852
+4,064
| +60% | +$318K | 0.11% | 91 |
|
|
2017
Q2 | $519K | Buy |
+6,788
| New | +$519K | 0.07% | 144 |
|
|
2017
Q1 | – | Sell |
-11,958
| Closed | -$868K | – | 204 |
|
|
2016
Q4 | $868K | Buy |
+11,958
| New | +$868K | 0.13% | 90 |
|