Fourthstone LLC’s Wintrust Financial WTFC Stock Holding History

Fourthstone LLC’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 Q2	–	Sell	-30,000	Closed	-$986K	–	62
2020 Q1	$986K	Buy	+30,000	New	+$1.67M	0.9%	32

Other funds holding WTFC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fourthstone LLC's WTFC Position: Q2 2020 in Review

Fourthstone LLC sold out of Wintrust Financial (WTFC) in Q2 2020, closing a stake of 30,000 shares — an estimated $986K sold.

Fourthstone LLC first reported a position in WTFC in Q1 2020 and held it in 1 quarter. The position peaked at $986K in Q1 2020. 262 funds tracked by Wall St. Rank hold WTFC as of Q2 2020.

Fourthstone LLC reported no remaining Wintrust Financial position as of Q2 2020 after selling out during the quarter.
Fourthstone LLC sold 30,000 Wintrust Financial shares in Q2 2020, an estimated $986K.
Fourthstone LLC first reported a position in Wintrust Financial in Q1 2020 and held it in 1 quarter.
Fourthstone LLC's Wintrust Financial position peaked at $986K in Q1 2020.
262 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2020.

Based on Fourthstone LLC's 13F filing for Q2 2020, filed 9 Jul 2020.