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Greenwood Capital Associates’s Wintrust Financial WTFC Stock Holding History

Greenwood Capital Associates’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
-2,945
Closed -$250K – 209
2018
Q3 		$250K Buy
2,945
+33
+1% +$2.94K 0.05% 164
2018
Q2 		$253K Sell
2,912
-1,304
-31% -$120K 0.06% 162
2018
Q1 		$363K Buy
4,216
+307
+8% +$26.4K 0.09% 127
2017
Q4 		$322K Sell
3,909
-333
-8% -$26.8K 0.08% 150
2017
Q3 		$332K Sell
4,242
-157
-4% -$11.7K 0.08% 136
2017
Q2 		$336K Buy
4,399
+78
+2% +$5.58K 0.09% 127
2017
Q1 		$299K Buy
4,321
+1,018
+31% +$73.1K 0.08% 148
2016
Q4 		$240K Buy
+3,303
New +$205K 0.07% 151

Other funds holding WTFC

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State Street
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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

Greenwood Capital Associates's WTFC Position: Q4 2018 in Review

Greenwood Capital Associates sold out of Wintrust Financial (WTFC) in Q4 2018, closing a stake of 2,945 shares — an estimated $250K sold.

Greenwood Capital Associates first reported a position in WTFC in Q4 2016 and held it in 8 quarters. The position peaked at $363K in Q1 2018. 323 funds tracked by Wall St. Rank hold WTFC as of Q4 2018.

  • Greenwood Capital Associates reported no remaining Wintrust Financial position as of Q4 2018 after selling out during the quarter.
  • Greenwood Capital Associates sold 2,945 Wintrust Financial shares in Q4 2018, an estimated $250K.
  • Greenwood Capital Associates first reported a position in Wintrust Financial in Q4 2016 and held it in 8 quarters.
  • Greenwood Capital Associates's Wintrust Financial position peaked at $363K in Q1 2018.
  • 323 funds tracked by Wall St. Rank held Wintrust Financial as of Q4 2018.

Based on Greenwood Capital Associates's 13F filing for Q4 2018, filed 11 Feb 2019.