Financial Advocates Investment Management’s Wintrust Financial WTFC Stock Holding History

Financial Advocates 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
2021 Q1	–	Sell	-9,072	Closed	-$554K	–	809
2020 Q4	$554K	Hold	9,072	–	–	0.04%	425
2020 Q3	$363K	Hold	9,072	–	–	0.03%	437
2020 Q2	$396K	Hold	9,072	–	–	0.04%	400
2020 Q1	$298K	Hold	9,072	–	–	0.04%	355
2019 Q4	$643K	Hold	9,072	–	–	0.07%	276
2019 Q3	$586K	Hold	9,072	–	–	0.07%	264
2019 Q2	$664K	Sell	9,072 -2,070	-19%	-$151K	0.08%	229
2019 Q1	$750K	Sell	11,142 -370	-3%	-$26.4K	0.09%	211
2018 Q4	$765K	Sell	11,512 -646	-5%	-$49.1K	0.1%	198
2018 Q3	$1.03M	Buy	12,158 +916	+8%	+$81.5K	0.12%	182
2018 Q2	$991K	Hold	11,242	–	–	0.12%	176
2018 Q1	$967K	Sell	11,242 -100	-0.9%	-$8.61K	0.13%	171
2017 Q4	$934K	Buy	+11,342	New	+$913K	0.13%	170

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Financial Advocates Investment Management's WTFC Position: Q1 2021 in Review

Financial Advocates Investment Management sold out of Wintrust Financial (WTFC) in Q1 2021, closing a stake of 9,072 shares — an estimated $554K sold.

Financial Advocates Investment Management first reported a position in WTFC in Q4 2017 and held it in 13 quarters. The position peaked at $1.03M in Q3 2018. 298 funds tracked by Wall St. Rank hold WTFC as of Q1 2021.

Financial Advocates Investment Management reported no remaining Wintrust Financial position as of Q1 2021 after selling out during the quarter.
Financial Advocates Investment Management sold 9,072 Wintrust Financial shares in Q1 2021, an estimated $554K.
Financial Advocates Investment Management first reported a position in Wintrust Financial in Q4 2017 and held it in 13 quarters.
Financial Advocates Investment Management's Wintrust Financial position peaked at $1.03M in Q3 2018.
298 funds tracked by Wall St. Rank held Wintrust Financial as of Q1 2021.

Based on Financial Advocates Investment Management's 13F filing for Q1 2021, filed 10 May 2021.