WI
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Wintrust Investments’s Liberty All-Star Equity Fund USA Stock Holding History

Wintrust Investments’s Portfolio USA Stock Details USA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-11,308
Closed -$58K – 313
2016
Q4 		$58K Sell
11,308
-5,349
-32% -$27.1K 0.02% 216
2016
Q3 		$86K Buy
16,657
+5,839
+54% +$30.1K 0.04% 192
2016
Q2 		$4K Buy
+10,818
New +$54.1K 0.01% 174

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RCM
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UBS Group
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Morgan Stanley
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1CP
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AAM
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SCM
Saba Capital Management New York $3.12B AUM 13% 1-Year Est. Return
Wells Fargo
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RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return