First Personal Financial Services’s Wintrust Financial WTFC Stock Holding History

First Personal Financial Services’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 Q2	–	Sell	-183	Closed	-$16K	–	941
2018 Q1	$16K	Hold	183	–	–	﹤0.01%	681
2017 Q4	$15K	Sell	183 -20	-10%	-$1.61K	﹤0.01%	708
2017 Q3	$16K	Sell	203 -98	-33%	-$7.28K	﹤0.01%	626
2017 Q2	$23K	Buy	301 +51	+20%	+$3.65K	0.01%	559
2017 Q1	$17K	Hold	250	–	–	﹤0.01%	598
2016 Q4	$18K	Sell	250 -14	-5%	-$869	﹤0.01%	572
2016 Q3	$15K	Hold	264	–	–	﹤0.01%	493
2016 Q2	$13K	Buy	+264	New	+$13.2K	﹤0.01%	507

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

First Personal Financial Services's WTFC Position: Q2 2018 in Review

First Personal Financial Services sold out of Wintrust Financial (WTFC) in Q2 2018, closing a stake of 183 shares — an estimated $16K sold.

First Personal Financial Services first reported a position in WTFC in Q2 2016 and held it in 8 quarters. The position peaked at $23K in Q2 2017. 315 funds tracked by Wall St. Rank hold WTFC as of Q2 2018.

First Personal Financial Services reported no remaining Wintrust Financial position as of Q2 2018 after selling out during the quarter.
First Personal Financial Services sold 183 Wintrust Financial shares in Q2 2018, an estimated $16K.
First Personal Financial Services first reported a position in Wintrust Financial in Q2 2016 and held it in 8 quarters.
First Personal Financial Services's Wintrust Financial position peaked at $23K in Q2 2017.
315 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2018.

Based on First Personal Financial Services's 13F filing for Q2 2018, filed 7 Aug 2018.