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Eagle Asset Management’s Wintrust Financial WTFC Stock Holding History

Eagle Asset 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
-28,094
Closed -$2.06M – 672
2019
Q2 		$2.06M Buy
28,094
+6,616
+31% +$483K 0.01% 515
2019
Q1 		$1.45M Sell
21,478
-12,509
-37% -$894K 0.01% 529
2018
Q4 		$2.26M Sell
33,987
-2
-0% -$152 0.01% 483
2018
Q3 		$2.89M Sell
33,989
-49
-0.1% -$4.36K 0.01% 493
2018
Q2 		$2.96M Buy
34,038
+3,075
+10% +$282K 0.02% 486
2018
Q1 		$2.66M Sell
30,963
-778
-2% -$67K 0.01% 507
2017
Q4 		$2.61M Buy
31,741
+3,345
+12% +$269K 0.01% 515
2017
Q3 		$2.25M Buy
28,396
+10
+0% +$743 0.01% 524
2017
Q2 		$2.17M Sell
28,386
-1,128
-4% -$80.8K 0.01% 531
2017
Q1 		$2.04M Sell
29,514
-2,922
-9% -$210K 0.01% 556
2016
Q4 		$2.35M Buy
32,436
+2,974
+10% +$185K 0.02% 530
2016
Q3 		$1.64M Sell
29,462
-251
-0.8% -$13.5K 0.01% 577
2016
Q2 		$1.51M Buy
29,713
+248
+0.8% +$12.4K 0.01% 584
2016
Q1 		$1.31M Buy
29,465
+591
+2% +$25.3K 0.01% 577
2015
Q4 		$1.4M Sell
28,874
-13,802
-32% -$704K 0.01% 577
2015
Q3 		$2.28M Buy
42,676
+23
+0.1% +$1.22K 0.02% 535
2015
Q2 		$2.28M Sell
42,653
-269
-0.6% -$13.6K 0.01% 539
2015
Q1 		$2.05M Buy
+42,922
New +$1.98M 0.01% 544

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 $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
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

Eagle Asset Management's WTFC Position: Q3 2019 in Review

Eagle Asset Management sold out of Wintrust Financial (WTFC) in Q3 2019, closing a stake of 28,094 shares — an estimated $2.06M sold.

Eagle Asset Management first reported a position in WTFC in Q1 2015 and held it in 18 quarters. The position peaked at $2.96M in Q2 2018. 297 funds tracked by Wall St. Rank hold WTFC as of Q3 2019.

  • Eagle Asset Management reported no remaining Wintrust Financial position as of Q3 2019 after selling out during the quarter.
  • Eagle Asset Management sold 28,094 Wintrust Financial shares in Q3 2019, an estimated $2.06M.
  • Eagle Asset Management first reported a position in Wintrust Financial in Q1 2015 and held it in 18 quarters.
  • Eagle Asset Management's Wintrust Financial position peaked at $2.96M in Q2 2018.
  • 297 funds tracked by Wall St. Rank held Wintrust Financial as of Q3 2019.

Based on Eagle Asset Management's 13F filing for Q3 2019, filed 4 Nov 2019.