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Hillsdale Investment Management’s Wintrust Financial WTFC Stock Holding History

Hillsdale Investment Management’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
Q2 		– Sell
-6,010
Closed -$405K – 679
2019
Q1 		$405K Buy
6,010
+420
+8% +$30K 0.04% 361
2018
Q4 		$371K Buy
+5,590
New +$425K 0.04% 340

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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Millennium Management
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Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Hillsdale Investment Management's WTFC Position: Q2 2019 in Review

Hillsdale Investment Management sold out of Wintrust Financial (WTFC) in Q2 2019, closing a stake of 6,010 shares — an estimated $405K sold.

Hillsdale Investment Management first reported a position in WTFC in Q4 2018 and held it in 2 quarters. The position peaked at $405K in Q1 2019. 323 funds tracked by Wall St. Rank hold WTFC as of Q2 2019.

  • Hillsdale Investment Management reported no remaining Wintrust Financial position as of Q2 2019 after selling out during the quarter.
  • Hillsdale Investment Management sold 6,010 Wintrust Financial shares in Q2 2019, an estimated $405K.
  • Hillsdale Investment Management first reported a position in Wintrust Financial in Q4 2018 and held it in 2 quarters.
  • Hillsdale Investment Management's Wintrust Financial position peaked at $405K in Q1 2019.
  • 323 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2019.

Based on Hillsdale Investment Management's 13F filing for Q2 2019, filed 2 Aug 2019.