Essex Investment Management’s Wintrust Financial WTFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-1,850
| Closed | -$135K | – | 506 |
|
|
2019
Q2 | $135K | Hold |
1,850
| – | – | 0.02% | 374 |
|
|
2019
Q1 | $125K | Sell |
1,850
-957
| -34% | -$64.7K | 0.02% | 369 |
|
|
2018
Q4 | $187K | Hold |
2,807
| – | – | 0.03% | 344 |
|
|
2018
Q3 | $238K | Hold |
2,807
| – | – | 0.03% | 371 |
|
|
2018
Q2 | $244K | Hold |
2,807
| – | – | 0.03% | 358 |
|
|
2018
Q1 | $242K | Hold |
2,807
| – | – | 0.03% | 329 |
|
|
2017
Q4 | $231K | Hold |
2,807
| – | – | 0.03% | 337 |
|
|
2017
Q3 | $220K | Hold |
2,807
| – | – | 0.03% | 338 |
|
|
2017
Q2 | $215K | Buy |
+2,807
| New | +$215K | 0.03% | 303 |
|
|
2017
Q1 | – | Sell |
-2,807
| Closed | -$204K | – | 375 |
|
|
2016
Q4 | $204K | Buy |
+2,807
| New | +$204K | 0.03% | 312 |
|