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Flagship Harbor Advisors’s Wintrust Financial WTFC Stock Holding History

Flagship Harbor 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
2020
Q3 		– Sell
-125
Closed -$5K – 2179
2020
Q2 		$5K Buy
+125
New +$4.99K ﹤0.01% 1604

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Flagship Harbor Advisors's WTFC Position: Q3 2020 in Review

Flagship Harbor Advisors sold out of Wintrust Financial (WTFC) in Q3 2020, closing a stake of 125 shares — an estimated $5K sold.

Flagship Harbor Advisors first reported a position in WTFC in Q2 2020 and held it in 1 quarter. The position peaked at $5K in Q2 2020. 259 funds tracked by Wall St. Rank hold WTFC as of Q3 2020.

  • Flagship Harbor Advisors reported no remaining Wintrust Financial position as of Q3 2020 after selling out during the quarter.
  • Flagship Harbor Advisors sold 125 Wintrust Financial shares in Q3 2020, an estimated $5K.
  • Flagship Harbor Advisors first reported a position in Wintrust Financial in Q2 2020 and held it in 1 quarter.
  • Flagship Harbor Advisors's Wintrust Financial position peaked at $5K in Q2 2020.
  • 259 funds tracked by Wall St. Rank held Wintrust Financial as of Q3 2020.

Based on Flagship Harbor Advisors's 13F filing for Q3 2020, filed 13 Oct 2020.