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Citizens Financial Group’s Wintrust Financial WTFC Stock Holding History

Citizens Financial Group’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
2020
Q2 		– Sell
-111
Closed -$4K – 1203
2020
Q1 		$4K Buy
+111
New +$6.16K ﹤0.01% 913

Other funds holding WTFC

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Citizens Financial Group's WTFC Position: Q2 2020 in Review

Citizens Financial Group sold out of Wintrust Financial (WTFC) in Q2 2020, closing a stake of 111 shares — an estimated $4K sold.

Citizens Financial Group first reported a position in WTFC in Q1 2020 and held it in 1 quarter. The position peaked at $4K in Q1 2020. 262 funds tracked by Wall St. Rank hold WTFC as of Q2 2020.

  • Citizens Financial Group reported no remaining Wintrust Financial position as of Q2 2020 after selling out during the quarter.
  • Citizens Financial Group sold 111 Wintrust Financial shares in Q2 2020, an estimated $4K.
  • Citizens Financial Group first reported a position in Wintrust Financial in Q1 2020 and held it in 1 quarter.
  • Citizens Financial Group's Wintrust Financial position peaked at $4K in Q1 2020.
  • 262 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2020.

Based on Citizens Financial Group's 13F filing for Q2 2020, filed 12 Aug 2020.