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Avantax Planning Partners’s Wintrust Financial WTFC Stock Holding History

Avantax Planning Partners’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
Q2 		– Sell
-14
Closed -$1K – 1495
2018
Q1 		$1K Buy
+14
New +$1.21K ﹤0.01% 1770

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Avantax Planning Partners's WTFC Position: Q2 2018 in Review

Avantax Planning Partners sold out of Wintrust Financial (WTFC) in Q2 2018, closing a stake of 14 shares — an estimated $1K sold.

Avantax Planning Partners first reported a position in WTFC in Q1 2018 and held it in 1 quarter. The position peaked at $1K in Q1 2018. 315 funds tracked by Wall St. Rank hold WTFC as of Q2 2018.

  • Avantax Planning Partners reported no remaining Wintrust Financial position as of Q2 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 14 Wintrust Financial shares in Q2 2018, an estimated $1K.
  • Avantax Planning Partners first reported a position in Wintrust Financial in Q1 2018 and held it in 1 quarter.
  • Avantax Planning Partners's Wintrust Financial position peaked at $1K in Q1 2018.
  • 315 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2018.

Based on Avantax Planning Partners's 13F filing for Q2 2018, filed 13 Aug 2018.