Essex Investment Management’s Wintrust Financial WTFC Stock Holding History

Essex Investment 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	-1,850	Closed	-$135K	–	505
2019 Q2	$135K	Hold	1,850	–	–	0.02%	374
2019 Q1	$125K	Sell	1,850 -957	-34%	-$68.4K	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	+$201K	0.03%	303
2017 Q1	–	Sell	-2,807	Closed	-$204K	–	375
2016 Q4	$204K	Buy	+2,807	New	+$174K	0.03%	312

Other funds holding WTFC

BlackRock New York $6.73T AUM 46.02% 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 $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Essex Investment Management's WTFC Position: Q3 2019 in Review

Essex Investment Management sold out of Wintrust Financial (WTFC) in Q3 2019, closing a stake of 1,850 shares — an estimated $135K sold.

Essex Investment Management first reported a position in WTFC in Q4 2016 and held it in 10 quarters. The position peaked at $244K in Q2 2018. 297 funds tracked by Wall St. Rank hold WTFC as of Q3 2019.

Essex Investment Management reported no remaining Wintrust Financial position as of Q3 2019 after selling out during the quarter.
Essex Investment Management sold 1,850 Wintrust Financial shares in Q3 2019, an estimated $135K.
Essex Investment Management first reported a position in Wintrust Financial in Q4 2016 and held it in 10 quarters.
Essex Investment Management's Wintrust Financial position peaked at $244K in Q2 2018.
297 funds tracked by Wall St. Rank held Wintrust Financial as of Q3 2019.

Based on Essex Investment Management's 13F filing for Q3 2019, filed 22 Oct 2019.