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Axiom Investors’s Wintrust Financial WTFC Stock Holding History

Axiom Investors’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
Q3 		– Sell
-35,229
Closed -$2.58M – 126
2019
Q2 		$2.58M Sell
35,229
-3,920
-10% -$286K 0.07% 90
2019
Q1 		$2.64M Buy
39,149
+3,530
+10% +$252K 0.08% 91
2018
Q4 		$2.37M Sell
35,619
-11,481
-24% -$872K 0.08% 102
2018
Q3 		$4M Sell
47,100
-10,805
-19% -$962K 0.11% 91
2018
Q2 		$5.04M Sell
57,905
-18,778
-24% -$1.72M 0.15% 80
2018
Q1 		$6.6M Sell
76,683
-7,470
-9% -$643K 0.16% 77
2017
Q4 		$6.93M Buy
84,153
+29,306
+53% +$2.36M 0.17% 72
2017
Q3 		$4.29M Buy
54,847
+21,780
+66% +$1.62M 0.1% 96
2017
Q2 		$2.53M Sell
33,067
-22,853
-41% -$1.64M 0.06% 113
2017
Q1 		$3.87M Buy
55,920
+19,414
+53% +$1.39M 0.1% 90
2016
Q4 		$2.65M Buy
+36,506
New +$2.27M 0.08% 111

Other funds holding WTFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Axiom Investors's WTFC Position: Q3 2019 in Review

Axiom Investors sold out of Wintrust Financial (WTFC) in Q3 2019, closing a stake of 35,229 shares — an estimated $2.58M sold.

Axiom Investors first reported a position in WTFC in Q4 2016 and held it in 11 quarters. The position peaked at $6.93M in Q4 2017. 297 funds tracked by Wall St. Rank hold WTFC as of Q3 2019.

  • Axiom Investors reported no remaining Wintrust Financial position as of Q3 2019 after selling out during the quarter.
  • Axiom Investors sold 35,229 Wintrust Financial shares in Q3 2019, an estimated $2.58M.
  • Axiom Investors first reported a position in Wintrust Financial in Q4 2016 and held it in 11 quarters.
  • Axiom Investors's Wintrust Financial position peaked at $6.93M in Q4 2017.
  • 297 funds tracked by Wall St. Rank held Wintrust Financial as of Q3 2019.

Based on Axiom Investors's 13F filing for Q3 2019, filed 13 Nov 2019.