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Henshaw Capital’s Wintrust Financial WTFC Stock Holding History

Henshaw Capital’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
-4,725
Closed -$401K – 336
2018
Q3 		$401K Sell
4,725
-1,792
-27% -$160K 0.03% 160
2018
Q2 		$567K Buy
6,517
+13
+0.2% +$1.19K 0.05% 134
2018
Q1 		$560K Buy
6,504
+15
+0.2% +$1.29K 0.05% 139
2017
Q4 		$535K Buy
6,489
+1,389
+27% +$112K 0.05% 139
2017
Q3 		$399K Hold
5,100
– – 0.04% 174
2017
Q2 		$390K Buy
5,100
+910
+22% +$65.2K 0.04% 182
2017
Q1 		$290K Sell
4,190
-1,918
-31% -$138K 0.03% 219
2016
Q4 		$443K Hold
6,108
– – 0.05% 146
2016
Q3 		$339K Hold
6,108
– – 0.04% 172
2016
Q2 		$312K Hold
6,108
– – 0.04% 175
2016
Q1 		$271K Buy
+6,108
New +$262K 0.04% 210

Other funds holding WTFC

BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return