CAW
WTFC icon

Cornerstone Advisors (Washington)’s Wintrust Financial WTFC Stock Holding History

Cornerstone Advisors (Washington)’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
-117
Closed -$9K – 1381
2019
Q2 		$9K Buy
117
+84
+255% +$6.14K ﹤0.01% 818
2019
Q1 		$2K Buy
+33
New +$2.36K ﹤0.01% 1072
2018
Q4 		– Sell
-16
Closed -$1K – 1284
2018
Q3 		$1K Hold
16
– – ﹤0.01% 1151
2018
Q2 		$1K Hold
16
– – ﹤0.01% 1130
2018
Q1 		$1K Buy
+16
New +$1.38K ﹤0.01% 1117

Other funds holding WTFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Cornerstone Advisors (Washington)'s WTFC Position: Q3 2019 in Review

Cornerstone Advisors (Washington) sold out of Wintrust Financial (WTFC) in Q3 2019, closing a stake of 117 shares — an estimated $9K sold.

Cornerstone Advisors (Washington) first reported a position in WTFC in Q1 2018 and held it in 5 quarters. The position peaked at $9K in Q2 2019. 297 funds tracked by Wall St. Rank hold WTFC as of Q3 2019.

  • Cornerstone Advisors (Washington) reported no remaining Wintrust Financial position as of Q3 2019 after selling out during the quarter.
  • Cornerstone Advisors (Washington) sold 117 Wintrust Financial shares in Q3 2019, an estimated $9K.
  • Cornerstone Advisors (Washington) first reported a position in Wintrust Financial in Q1 2018 and held it in 5 quarters.
  • Cornerstone Advisors (Washington)'s Wintrust Financial position peaked at $9K in Q2 2019.
  • 297 funds tracked by Wall St. Rank held Wintrust Financial as of Q3 2019.

Based on Cornerstone Advisors (Washington)'s 13F filing for Q3 2019, filed 23 Oct 2019.