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Bogle Investment Management’s Wintrust Financial WTFC Stock Holding History

Bogle Investment Management’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
Q1 		– Sell
-104,177
Closed -$6.93M – 394
2018
Q4 		$6.93M Buy
+104,177
New +$7.92M 0.54% 77

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Bogle Investment Management's WTFC Position: Q1 2019 in Review

Bogle Investment Management sold out of Wintrust Financial (WTFC) in Q1 2019, closing a stake of 104,177 shares — an estimated $6.93M sold.

Bogle Investment Management first reported a position in WTFC in Q4 2018 and held it in 1 quarter. The position peaked at $6.93M in Q4 2018. 305 funds tracked by Wall St. Rank hold WTFC as of Q1 2019.

  • Bogle Investment Management reported no remaining Wintrust Financial position as of Q1 2019 after selling out during the quarter.
  • Bogle Investment Management sold 104,177 Wintrust Financial shares in Q1 2019, an estimated $6.93M.
  • Bogle Investment Management first reported a position in Wintrust Financial in Q4 2018 and held it in 1 quarter.
  • Bogle Investment Management's Wintrust Financial position peaked at $6.93M in Q4 2018.
  • 305 funds tracked by Wall St. Rank held Wintrust Financial as of Q1 2019.

Based on Bogle Investment Management's 13F filing for Q1 2019, filed 13 May 2019.