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Alera Investment Advisors’s Wintrust Financial WTFC Stock Holding History

Alera Investment Advisors’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
Q2 		– Sell
-10
Closed -$1K – 1025
2019
Q1 		$1K Sell
10
-647
-98% -$46.2K ﹤0.01% 1100
2018
Q4 		$44K Buy
+657
New +$49.9K 0.03% 187

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Alera Investment Advisors's WTFC Position: Q2 2019 in Review

Alera Investment Advisors sold out of Wintrust Financial (WTFC) in Q2 2019, closing a stake of 10 shares — an estimated $1K sold.

Alera Investment Advisors first reported a position in WTFC in Q4 2018 and held it in 2 quarters. The position peaked at $44K in Q4 2018. 323 funds tracked by Wall St. Rank hold WTFC as of Q2 2019.

  • Alera Investment Advisors reported no remaining Wintrust Financial position as of Q2 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 10 Wintrust Financial shares in Q2 2019, an estimated $1K.
  • Alera Investment Advisors first reported a position in Wintrust Financial in Q4 2018 and held it in 2 quarters.
  • Alera Investment Advisors's Wintrust Financial position peaked at $44K in Q4 2018.
  • 323 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2019.

Based on Alera Investment Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.