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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

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Massachusetts Financial Services
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State Street
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JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return