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Hexavest’s Wintrust Financial WTFC Stock Holding History

Hexavest’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
Q3 		– Sell
-3,878
Closed -$284K – 544
2019
Q2 		$284K Buy
+3,878
New +$283K ﹤0.01% 262
2014
Q3 		– Sell
-1,900
Closed -$87K – 475
2014
Q2 		$87K Hold
1,900
– – ﹤0.01% 343
2014
Q1 		$92K Buy
+1,900
New +$87.5K ﹤0.01% 323

Other funds holding WTFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Hexavest's WTFC Position: Q3 2019 in Review

Hexavest sold out of Wintrust Financial (WTFC) in Q3 2019, closing a stake of 3,878 shares — an estimated $284K sold.

Hexavest first reported a position in WTFC in Q1 2014 and held it in 3 quarters. The position peaked at $284K in Q2 2019. 297 funds tracked by Wall St. Rank hold WTFC as of Q3 2019.

  • Hexavest reported no remaining Wintrust Financial position as of Q3 2019 after selling out during the quarter.
  • Hexavest sold 3,878 Wintrust Financial shares in Q3 2019, an estimated $284K.
  • Hexavest first reported a position in Wintrust Financial in Q1 2014 and held it in 3 quarters.
  • Hexavest's Wintrust Financial position peaked at $284K in Q2 2019.
  • 297 funds tracked by Wall St. Rank held Wintrust Financial as of Q3 2019.

Based on Hexavest's 13F filing for Q3 2019, filed 10 Oct 2019.