Brookstone Capital Management’s Wintrust Financial WTFC Stock Holding History

Brookstone Capital 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 Q3	–	Sell	-2,955	Closed	-$216K	–	477
2019 Q2	$216K	Buy	+2,955	New	+$216K	0.01%	404
2018 Q4	–	Sell	-2,955	Closed	-$251K	–	407
2018 Q3	$251K	Hold	2,955	–	–	0.02%	365
2018 Q2	$257K	Hold	2,955	–	–	0.02%	321
2018 Q1	$254K	Hold	2,955	–	–	0.02%	295
2017 Q4	$243K	Hold	2,955	–	–	0.02%	286
2017 Q3	$231K	Hold	2,955	–	–	0.02%	296
2017 Q2	$226K	Hold	2,955	–	–	0.02%	279
2017 Q1	$204K	Hold	2,955	–	–	0.02%	241
2016 Q4	$214K	Buy	+2,955	New	+$183K	0.02%	220

Other funds holding WTFC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Brookstone Capital Management's WTFC Position: Q3 2019 in Review

Brookstone Capital Management sold out of Wintrust Financial (WTFC) in Q3 2019, closing a stake of 2,955 shares — an estimated $216K sold.

Brookstone Capital Management first reported a position in WTFC in Q4 2016 and held it in 9 quarters. The position peaked at $257K in Q2 2018. 297 funds tracked by Wall St. Rank hold WTFC as of Q3 2019.

Brookstone Capital Management reported no remaining Wintrust Financial position as of Q3 2019 after selling out during the quarter.
Brookstone Capital Management sold 2,955 Wintrust Financial shares in Q3 2019, an estimated $216K.
Brookstone Capital Management first reported a position in Wintrust Financial in Q4 2016 and held it in 9 quarters.
Brookstone Capital Management's Wintrust Financial position peaked at $257K in Q2 2018.
297 funds tracked by Wall St. Rank held Wintrust Financial as of Q3 2019.

Based on Brookstone Capital Management's 13F filing for Q3 2019, filed 18 Oct 2019.