World Asset Management’s Wintrust Financial WTFC Stock Holding History

World 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 Q4	–	Sell	-2,815	Closed	-$239K	–	1222
2018 Q3	$239K	Buy	2,815 +35	+1%	+$3.12K	0.01%	1062
2018 Q2	$242K	Sell	2,780 -93	-3%	-$8.54K	0.01%	1071
2018 Q1	$247K	Sell	2,873 -494	-15%	-$42.5K	0.01%	1100
2017 Q4	$277K	Sell	3,367 -209	-6%	-$16.8K	0.01%	1182
2017 Q3	$280K	Buy	3,576 +38	+1%	+$2.82K	0.01%	1172
2017 Q2	$270K	Buy	3,538 +311	+10%	+$22.3K	0.01%	1167
2017 Q1	$223K	Sell	3,227 -32	-1%	-$2.3K	0.01%	1229
2016 Q4	$237K	Buy	+3,259	New	+$202K	0.01%	1134

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 $3.38T AUM 44.17% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

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

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

World Asset Management's WTFC Position: Q4 2018 in Review

World Asset Management sold out of Wintrust Financial (WTFC) in Q4 2018, closing a stake of 2,815 shares — an estimated $239K sold.

World Asset Management first reported a position in WTFC in Q4 2016 and held it in 8 quarters. The position peaked at $280K in Q3 2017. 323 funds tracked by Wall St. Rank hold WTFC as of Q4 2018.

World Asset Management reported no remaining Wintrust Financial position as of Q4 2018 after selling out during the quarter.
World Asset Management sold 2,815 Wintrust Financial shares in Q4 2018, an estimated $239K.
World Asset Management first reported a position in Wintrust Financial in Q4 2016 and held it in 8 quarters.
World Asset Management's Wintrust Financial position peaked at $280K in Q3 2017.
323 funds tracked by Wall St. Rank held Wintrust Financial as of Q4 2018.

Based on World Asset Management's 13F filing for Q4 2018, filed 24 Jan 2019.