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First Citizens Bank & Trust’s Wintrust Financial WTFC Stock Holding History

First Citizens Bank & Trust’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
-3,170
Closed -$205K – 407
2019
Q3 		$205K Sell
3,170
-3,476
-52% -$230K 0.02% 345
2019
Q2 		$486K Sell
6,646
-11
-0.2% -$804 0.05% 271
2019
Q1 		$448K Buy
6,657
+1,541
+30% +$110K 0.05% 271
2018
Q4 		$340K Buy
5,116
+843
+20% +$64.1K 0.04% 261
2018
Q3 		$363K Sell
4,273
-31
-0.7% -$2.76K 0.04% 278
2018
Q2 		$375K Sell
4,304
-1,024
-19% -$94K 0.05% 270
2018
Q1 		$458K Buy
+5,328
New +$459K 0.06% 234
2017
Q3 		– Sell
-2,851
Closed -$218K – 458
2017
Q2 		$218K Sell
2,851
-1,730
-38% -$124K 0.03% 403
2017
Q1 		$317K Sell
4,581
-1,208
-21% -$86.8K 0.04% 345
2016
Q4 		$420K Sell
5,789
-2,773
-32% -$172K 0.05% 251
2016
Q3 		$476K Sell
8,562
-2,926
-25% -$157K 0.04% 262
2016
Q2 		$586K Sell
11,488
-1,131
-9% -$56.6K 0.05% 233
2016
Q1 		$560K Sell
12,619
-9,472
-43% -$406K 0.05% 244
2015
Q4 		$1.07M Sell
22,091
-6,161
-22% -$314K 0.08% 189
2015
Q3 		$1.51M Buy
28,252
+20
+0.1% +$1.06K 0.11% 140
2015
Q2 		$1.51M Buy
28,232
+2,082
+8% +$105K 0.1% 160
2015
Q1 		$1.25M Buy
26,150
+719
+3% +$33.2K 0.09% 164
2014
Q4 		$1.19M Buy
25,431
+45
+0.2% +$2.04K 0.09% 141
2014
Q3 		$1.13M Buy
25,386
+1,144
+5% +$53K 0.09% 140
2014
Q2 		$1.11M Buy
24,242
+52
+0.2% +$2.36K 0.1% 146
2014
Q1 		$1.18M Buy
24,190
+6,942
+40% +$320K 0.11% 137
2013
Q4 		$795K Sell
17,248
-318
-2% -$14.1K 0.07% 179
2013
Q3 		$721K Buy
17,566
+2,473
+16% +$101K 0.03% 558
2013
Q2 		$578K Buy
+15,093
New +$555K 0.02% 592

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 $3.38T AUM 44.17% 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

First Citizens Bank & Trust's WTFC Position: Q4 2019 in Review

First Citizens Bank & Trust sold out of Wintrust Financial (WTFC) in Q4 2019, closing a stake of 3,170 shares — an estimated $205K sold.

First Citizens Bank & Trust first reported a position in WTFC in Q2 2013 and held it in 24 quarters. The position peaked at $1.51M in Q3 2015. 278 funds tracked by Wall St. Rank hold WTFC as of Q4 2019.

  • First Citizens Bank & Trust reported no remaining Wintrust Financial position as of Q4 2019 after selling out during the quarter.
  • First Citizens Bank & Trust sold 3,170 Wintrust Financial shares in Q4 2019, an estimated $205K.
  • First Citizens Bank & Trust first reported a position in Wintrust Financial in Q2 2013 and held it in 24 quarters.
  • First Citizens Bank & Trust's Wintrust Financial position peaked at $1.51M in Q3 2015.
  • 278 funds tracked by Wall St. Rank held Wintrust Financial as of Q4 2019.

Based on First Citizens Bank & Trust's 13F filing for Q4 2019, filed 15 Jan 2020.