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FDx Advisors’s Wintrust Financial WTFC Stock Holding History

FDx Advisors’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
Q4 		– Sell
-3,289
Closed -$213K – 658
2019
Q3 		$213K Sell
3,289
-921
-22% -$61.1K 0.01% 589
2019
Q2 		$308K Buy
+4,210
New +$308K 0.01% 626
2018
Q1 		– Sell
-4,935
Closed -$406K – 1272
2017
Q4 		$406K Sell
4,935
-413
-8% -$33.3K 0.01% 887
2017
Q3 		$419K Buy
5,348
+219
+4% +$16.3K 0.01% 884
2017
Q2 		$392K Sell
5,129
-1,039
-17% -$74.4K 0.01% 866
2017
Q1 		$426K Sell
6,168
-109
-2% -$7.83K 0.01% 837
2016
Q4 		$456K Buy
6,277
+324
+5% +$20.1K 0.01% 810
2016
Q3 		$331K Buy
+5,953
New +$320K 0.01% 743

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
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return

FDx Advisors's WTFC Position: Q4 2019 in Review

FDx Advisors sold out of Wintrust Financial (WTFC) in Q4 2019, closing a stake of 3,289 shares — an estimated $213K sold.

FDx Advisors first reported a position in WTFC in Q3 2016 and held it in 8 quarters. The position peaked at $456K in Q4 2016. 278 funds tracked by Wall St. Rank hold WTFC as of Q4 2019.

  • FDx Advisors reported no remaining Wintrust Financial position as of Q4 2019 after selling out during the quarter.
  • FDx Advisors sold 3,289 Wintrust Financial shares in Q4 2019, an estimated $213K.
  • FDx Advisors first reported a position in Wintrust Financial in Q3 2016 and held it in 8 quarters.
  • FDx Advisors's Wintrust Financial position peaked at $456K in Q4 2016.
  • 278 funds tracked by Wall St. Rank held Wintrust Financial as of Q4 2019.

Based on FDx Advisors's 13F filing for Q4 2019, filed 12 Feb 2020.