Elkfork Partners’s Wintrust Financial WTFC Stock Holding History

Elkfork Partners’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	$586K	Hold	9,072	–	–	0.01%	535
2019 Q2	$664K	Hold	9,072	–	–	0.02%	500
2019 Q1	$611K	Hold	9,072	–	–	0.02%	510
2018 Q4	$603K	Hold	9,072	–	–	0.02%	468
2018 Q3	$771K	Buy	9,072 +2,520	+38%	+$224K	0.02%	454
2018 Q2	$570K	Hold	6,552	–	–	0.01%	491
2018 Q1	$564K	Hold	6,552	–	–	0.02%	489
2017 Q4	$540K	Buy	6,552 +1,596	+32%	+$129K	0.01%	517
2017 Q3	$388K	Buy	4,956 +336	+7%	+$25K	0.01%	555
2017 Q2	$353K	Buy	4,620 +1,904	+70%	+$136K	0.01%	568
2017 Q1	$188K	Sell	2,716 -84	-3%	-$6.04K	0.01%	600
2016 Q4	$203K	Buy	+2,800	New	+$174K	0.01%	570

Other funds holding WTFC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Elkfork Partners's WTFC Position: Q3 2019 in Review

Elkfork Partners held its Wintrust Financial (WTFC) position steady in Q3 2019 at 9,072 shares worth $586K. The position accounts for 0.01% of the portfolio, ranked #535.

Elkfork Partners first reported a position in WTFC in Q4 2016 and has held it in 12 quarters since. The position peaked at $771K in Q3 2018. 297 funds tracked by Wall St. Rank hold WTFC as of Q3 2019.

Elkfork Partners held 9,072 shares of Wintrust Financial worth $586K as of Q3 2019.
Elkfork Partners left its Wintrust Financial share count unchanged in Q3 2019.
Wintrust Financial made up 0.01% of Elkfork Partners's portfolio in Q3 2019, its #535 holding.
Elkfork Partners first reported a position in Wintrust Financial in Q4 2016 and has held it in 12 quarters since.
Elkfork Partners's Wintrust Financial position peaked at $771K in Q3 2018.
297 funds tracked by Wall St. Rank held Wintrust Financial as of Q3 2019.

Based on Elkfork Partners's 13F filing for Q3 2019, filed 14 Nov 2019.