Phocas Financial Corp. Has 14.03 Million Stock Position in Wintrust Financial Co.
WBCIX Fund | USD 18.24 0.04 0.22% |
Slightly above 54% of William Blair's investor base is interested to short. The analysis of overall sentiment of trading William Blair Small Mid mutual fund suggests that many investors are impartial at this time. William Blair's investing sentiment can be driven by a variety of factors including economic data, William Blair's earnings reports, geopolitical events, and overall market trends.
William |
Phocas Financial Corp. lessened its stake in shares of Wintrust Financial Co. by 5.9 percent during the third quarter, Holdings Channel.com reports. The firm owned 129,241 shares of the banks stock after selling 8,1 shares during the period. Wintrust Financial accounts for about 0.1 percent of Phocas Financial Corp.s portfolio, making the stock
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William Blair Fundamental Analysis
We analyze William Blair's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of William Blair using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of William Blair based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Three Year Return
Three Year Return Comparative Analysis
William Blair is currently under evaluation in three year return among similar funds. Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
William Blair Small Potential Pair-trading
One of the popular trading techniques among algorithmic traders is to use market-neutral strategies where every trade hedges away some risk. Because there are two separate transactions required, even if one position performs unexpectedly, the other equity can make up some of the losses. Below are some of the equities that can be combined with William Blair mutual fund to make a market-neutral strategy. Peer analysis of William Blair could also be used in its relative valuation, which is a method of valuing William Blair by comparing valuation metrics with similar companies.
Peers
William Blair Related Equities
WBGSX | William Blair | 0.41 | ||||
WSMRX | William Blair | 0.39 | ||||
WSMDX | William Blair | 0.39 | ||||
WSMNX | William Blair | 0.36 | ||||
WBCRX | William Blair | 0.16 | ||||
WBEIX | William Blair | 0.55 | ||||
WBENX | William Blair | 0.56 | ||||
WRCGX | William Blair | 0.57 | ||||
WBELX | William Blair | 0.75 |
Other Information on Investing in William Mutual Fund
William Blair financial ratios help investors to determine whether William Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in William with respect to the benefits of owning William Blair security.
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