Berman Capital Advisors’s Wintrust Financial WTFC Stock Holding History

Berman Capital 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
2021 Q3	$19K	Buy	240 +11	+5%	+$812	﹤0.01%	1003
2021 Q2	$17K	Buy	229 +18	+9%	+$1.41K	﹤0.01%	975
2021 Q1	$16K	Hold	211	–	–	﹤0.01%	878
2020 Q4	$12K	Hold	211	–	–	﹤0.01%	861
2020 Q3	$8K	Buy	211 +1	+0.5%	+$43	﹤0.01%	898
2020 Q2	$9K	Buy	210 +141	+204%	+$5.63K	﹤0.01%	821
2020 Q1	$2K	Buy	+69	New	+$3.83K	﹤0.01%	1197
2019 Q3	–	Sell	-36	Closed	-$2K	–	1596
2019 Q2	$2K	Sell	36 -14	-28%	-$1.02K	﹤0.01%	1247
2019 Q1	$3K	Buy	50 +42	+525%	+$3K	﹤0.01%	1036
2018 Q4	$0	Buy	+8	New	+$608	﹤0.01%	1275

Other funds holding WTFC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Berman Capital Advisors's WTFC Position: Q3 2021 in Review

Berman Capital Advisors increased its Wintrust Financial (WTFC) stake by 4.8% in Q3 2021, buying an estimated $812 and bringing the position to 240 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #1003.

Berman Capital Advisors first reported a position in WTFC in Q4 2018 and has held it in 10 quarters since. 305 funds tracked by Wall St. Rank hold WTFC as of Q3 2021.

Berman Capital Advisors held 240 shares of Wintrust Financial worth $19K as of Q3 2021.
Berman Capital Advisors bought 11 Wintrust Financial shares in Q3 2021, an estimated $812.
Wintrust Financial made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1003 holding.
Berman Capital Advisors first reported a position in Wintrust Financial in Q4 2018 and has held it in 10 quarters since.
305 funds tracked by Wall St. Rank held Wintrust Financial as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.