WIL
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Winifred I. Li’s Wintrust Financial WTFC Stock Holding History

Winifred I. Li’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
Q4 		$69K Hold
1,470
– – 0.07% 241
2014
Q3 		$66K Hold
1,470
– – 0.06% 245
2014
Q2 		$68K Hold
1,470
– – 0.06% 262
2014
Q1 		$72K Hold
1,470
– – 0.06% 240
2013
Q4 		$68K Hold
1,470
– – 0.06% 244
2013
Q3 		$60K Hold
1,470
– – 0.06% 252
2013
Q2 		$56K Buy
+1,470
New +$54.1K 0.05% 260

Other funds holding WTFC

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 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
KAM
Keeley Asset Management Chicago, Illinois $2.35B AUM 26.92% 1-Year Est. Return

Winifred I. Li's WTFC Position: Q4 2014 in Review

Winifred I. Li held its Wintrust Financial (WTFC) position steady in Q4 2014 at 1,470 shares worth $69K. The position accounts for 0.07% of the portfolio, ranked #241.

Winifred I. Li first reported a position in WTFC in Q2 2013 and has held it in 7 quarters since. The position peaked at $72K in Q1 2014. 183 funds tracked by Wall St. Rank hold WTFC as of Q4 2014.

  • Winifred I. Li held 1,470 shares of Wintrust Financial worth $69K as of Q4 2014.
  • Winifred I. Li left its Wintrust Financial share count unchanged in Q4 2014.
  • Wintrust Financial made up 0.07% of Winifred I. Li's portfolio in Q4 2014, its #241 holding.
  • Winifred I. Li first reported a position in Wintrust Financial in Q2 2013 and has held it in 7 quarters since.
  • Winifred I. Li's Wintrust Financial position peaked at $72K in Q1 2014.
  • 183 funds tracked by Wall St. Rank held Wintrust Financial as of Q4 2014.

Based on Winifred I. Li's 13F filing for Q4 2014, filed 19 Feb 2015.