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Financial Gravity Companies’s Wintrust Financial WTFC Stock Holding History

Financial Gravity Companies’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
2018
Q4 		$1K Buy
+11
New +$836 ﹤0.01% 1259
2018
Q1 		– Sell
-2
Closed – – 1673
2017
Q4 		$0 Buy
+2
New +$161 ﹤0.01% 1484

Other funds holding WTFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Financial Gravity Companies's WTFC Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in Wintrust Financial (WTFC) in Q4 2018: 11 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1259 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in WTFC as recently as Q4 2017.

Financial Gravity Companies first reported a position in WTFC in Q4 2017 and has held it in 2 quarters since. 323 funds tracked by Wall St. Rank hold WTFC as of Q4 2018.

  • Financial Gravity Companies held 11 shares of Wintrust Financial worth $1K as of Q4 2018.
  • Wintrust Financial was a new Financial Gravity Companies position in Q4 2018.
  • Wintrust Financial made up ﹤0.01% of Financial Gravity Companies's portfolio in Q4 2018, its #1259 holding.
  • Financial Gravity Companies first reported a position in Wintrust Financial in Q4 2017 and has held it in 2 quarters since.
  • 323 funds tracked by Wall St. Rank held Wintrust Financial as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.