GCA
WTFC icon

Gideon Capital Advisors’s Wintrust Financial WTFC Stock Holding History

Gideon Capital 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
2019
Q1 		– Sell
-3,498
Closed -$233K – 533
2018
Q4 		$233K Buy
+3,498
New +$266K 0.1% 324
2018
Q3 		– Sell
-4,343
Closed -$378K – 512
2018
Q2 		$378K Buy
+4,343
New +$399K 0.19% 205

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 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

Gideon Capital Advisors's WTFC Position: Q1 2019 in Review

Gideon Capital Advisors sold out of Wintrust Financial (WTFC) in Q1 2019, closing a stake of 3,498 shares — an estimated $233K sold.

Gideon Capital Advisors first reported a position in WTFC in Q2 2018 and held it in 2 quarters. The position peaked at $378K in Q2 2018. 305 funds tracked by Wall St. Rank hold WTFC as of Q1 2019.

  • Gideon Capital Advisors reported no remaining Wintrust Financial position as of Q1 2019 after selling out during the quarter.
  • Gideon Capital Advisors sold 3,498 Wintrust Financial shares in Q1 2019, an estimated $233K.
  • Gideon Capital Advisors first reported a position in Wintrust Financial in Q2 2018 and held it in 2 quarters.
  • Gideon Capital Advisors's Wintrust Financial position peaked at $378K in Q2 2018.
  • 305 funds tracked by Wall St. Rank held Wintrust Financial as of Q1 2019.

Based on Gideon Capital Advisors's 13F filing for Q1 2019, filed 14 May 2019.