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Advisor Group’s Wintrust Financial WTFC Stock Holding History

Advisor Group’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
2019
Q4 		$145K Sell
2,045
-1,091
-35% -$72.7K ﹤0.01% 2648
2019
Q3 		$203K Sell
3,136
-823
-21% -$54.6K ﹤0.01% 2323
2019
Q2 		$289K Sell
3,959
-827
-17% -$60.4K ﹤0.01% 2030
2019
Q1 		$322K Buy
4,786
+428
+10% +$30.6K ﹤0.01% 1917
2018
Q4 		$290K Buy
4,358
+1,205
+38% +$91.6K ﹤0.01% 1803
2018
Q3 		$268K Buy
3,153
+1,362
+76% +$121K ﹤0.01% 1946
2018
Q2 		$156K Sell
1,791
-89
-5% -$8.17K ﹤0.01% 2170
2018
Q1 		$161K Buy
1,880
+34
+2% +$2.93K ﹤0.01% 2148
2017
Q4 		$152K Buy
1,846
+468
+34% +$37.7K ﹤0.01% 2225
2017
Q3 		$108K Buy
1,378
+517
+60% +$38.4K ﹤0.01% 2339
2017
Q2 		$66K Buy
861
+621
+259% +$44.5K ﹤0.01% 2632
2017
Q1 		$17K Buy
240
+47
+24% +$3.38K ﹤0.01% 3472
2016
Q4 		$14K Buy
193
+102
+112% +$6.33K ﹤0.01% 3462
2016
Q3 		$4K Buy
91
+14
+18% +$753 ﹤0.01% 4013
2016
Q2 		$3K Buy
+77
New +$3.85K ﹤0.01% 4011

Other funds holding WTFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return

Advisor Group's WTFC Position: Q4 2019 in Review

Advisor Group reduced its Wintrust Financial (WTFC) stake by 35% in Q4 2019, selling an estimated $72.7K and leaving 2,045 shares worth $145K. The position accounts for ﹤0.01% of the portfolio, ranked #2648.

Advisor Group first reported a position in WTFC in Q2 2016 and has held it in 15 quarters since. The position peaked at $322K in Q1 2019. 278 funds tracked by Wall St. Rank hold WTFC as of Q4 2019.

  • Advisor Group held 2,045 shares of Wintrust Financial worth $145K as of Q4 2019.
  • Advisor Group sold 1,091 Wintrust Financial shares in Q4 2019, an estimated $72.7K.
  • Wintrust Financial made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2648 holding.
  • Advisor Group first reported a position in Wintrust Financial in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's Wintrust Financial position peaked at $322K in Q1 2019.
  • 278 funds tracked by Wall St. Rank held Wintrust Financial as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.