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FSI Group’s Wintrust Financial WTFC Stock Holding History

FSI Group’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
Q4 		– Sell
-4,887
Closed -$415K – 44
2018
Q3 		$415K Sell
4,887
-18,671
-79% -$1.66M 0.3% 36
2018
Q2 		$2.05M Buy
+23,558
New +$2.16M 1.63% 25
2015
Q4 		– Sell
-17,212
Closed -$920K – 58
2015
Q3 		$920K Buy
+17,212
New +$910K 0.41% 48

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

FSI Group's WTFC Position: Q4 2018 in Review

FSI Group sold out of Wintrust Financial (WTFC) in Q4 2018, closing a stake of 4,887 shares — an estimated $415K sold.

FSI Group first reported a position in WTFC in Q3 2015 and held it in 3 quarters. The position peaked at $2.05M in Q2 2018. 323 funds tracked by Wall St. Rank hold WTFC as of Q4 2018.

  • FSI Group reported no remaining Wintrust Financial position as of Q4 2018 after selling out during the quarter.
  • FSI Group sold 4,887 Wintrust Financial shares in Q4 2018, an estimated $415K.
  • FSI Group first reported a position in Wintrust Financial in Q3 2015 and held it in 3 quarters.
  • FSI Group's Wintrust Financial position peaked at $2.05M in Q2 2018.
  • 323 funds tracked by Wall St. Rank held Wintrust Financial as of Q4 2018.

Based on FSI Group's 13F filing for Q4 2018, filed 8 Feb 2019.