CCA
WTFC icon

Checchi Capital Advisers’s Wintrust Financial WTFC Stock Holding History

Checchi Capital Advisers’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
2016
Q3 		– Sell
-191
Closed -$10K – 1229
2016
Q2 		$10K Buy
191
+39
+26% +$1.95K ﹤0.01% 1304
2016
Q1 		$7K Buy
+152
New +$6.51K ﹤0.01% 1366

Other funds holding WTFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Checchi Capital Advisers's WTFC Position: Q3 2016 in Review

Checchi Capital Advisers sold out of Wintrust Financial (WTFC) in Q3 2016, closing a stake of 191 shares — an estimated $10K sold.

Checchi Capital Advisers first reported a position in WTFC in Q1 2016 and held it in 2 quarters. The position peaked at $10K in Q2 2016. 217 funds tracked by Wall St. Rank hold WTFC as of Q3 2016.

  • Checchi Capital Advisers reported no remaining Wintrust Financial position as of Q3 2016 after selling out during the quarter.
  • Checchi Capital Advisers sold 191 Wintrust Financial shares in Q3 2016, an estimated $10K.
  • Checchi Capital Advisers first reported a position in Wintrust Financial in Q1 2016 and held it in 2 quarters.
  • Checchi Capital Advisers's Wintrust Financial position peaked at $10K in Q2 2016.
  • 217 funds tracked by Wall St. Rank held Wintrust Financial as of Q3 2016.

Based on Checchi Capital Advisers's 13F filing for Q3 2016, filed 10 Nov 2016.