World Asset Management’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 |
-2,815
| Closed | -$239K | – | 1224 |
|
|
2018
Q3 | $239K | Buy |
2,815
+35
| +1% | +$2.97K | 0.01% | 1062 |
|
|
2018
Q2 | $242K | Sell |
2,780
-93
| -3% | -$8.1K | 0.01% | 1071 |
|
|
2018
Q1 | $247K | Sell |
2,873
-494
| -15% | -$42.5K | 0.01% | 1100 |
|
|
2017
Q4 | $277K | Sell |
3,367
-209
| -6% | -$17.2K | 0.01% | 1182 |
|
|
2017
Q3 | $280K | Buy |
3,576
+38
| +1% | +$2.98K | 0.01% | 1172 |
|
|
2017
Q2 | $270K | Buy |
3,538
+311
| +10% | +$23.7K | 0.01% | 1167 |
|
|
2017
Q1 | $223K | Sell |
3,227
-32
| -1% | -$2.21K | 0.01% | 1229 |
|
|
2016
Q4 | $237K | Buy |
+3,259
| New | +$237K | 0.01% | 1134 |
|