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Fort LP’s Wintrust Financial WTFC Stock Holding History

Fort LP’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
-726
Closed -$47K – 519
2019
Q3 		$47K Buy
+726
New +$48.1K 0.01% 373
2019
Q1 		– Sell
-300
Closed -$20K – 508
2018
Q4 		$20K Sell
300
-14
-4% -$1.06K ﹤0.01% 394
2018
Q3 		$27K Buy
+314
New +$28K 0.01% 371

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return

Fort LP's WTFC Position: Q4 2019 in Review

Fort LP sold out of Wintrust Financial (WTFC) in Q4 2019, closing a stake of 726 shares — an estimated $47K sold.

Fort LP first reported a position in WTFC in Q3 2018 and held it in 3 quarters. The position peaked at $47K in Q3 2019. 278 funds tracked by Wall St. Rank hold WTFC as of Q4 2019.

  • Fort LP reported no remaining Wintrust Financial position as of Q4 2019 after selling out during the quarter.
  • Fort LP sold 726 Wintrust Financial shares in Q4 2019, an estimated $47K.
  • Fort LP first reported a position in Wintrust Financial in Q3 2018 and held it in 3 quarters.
  • Fort LP's Wintrust Financial position peaked at $47K in Q3 2019.
  • 278 funds tracked by Wall St. Rank held Wintrust Financial as of Q4 2019.

Based on Fort LP's 13F filing for Q4 2019, filed 13 Feb 2020.