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JNBA Financial Advisors’s Wintrust Financial WTFC Stock Holding History

JNBA Financial 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
2016
Q4 		– Sell
-108
Closed -$6K – 1364
2016
Q3 		$6K Buy
+108
New +$5.81K ﹤0.01% 1191

Other funds holding WTFC

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
PIM
Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 1-Year Est. Return

JNBA Financial Advisors's WTFC Position: Q4 2016 in Review

JNBA Financial Advisors sold out of Wintrust Financial (WTFC) in Q4 2016, closing a stake of 108 shares — an estimated $6K sold.

JNBA Financial Advisors first reported a position in WTFC in Q3 2016 and held it in 1 quarter. The position peaked at $6K in Q3 2016. 261 funds tracked by Wall St. Rank hold WTFC as of Q4 2016.

  • JNBA Financial Advisors reported no remaining Wintrust Financial position as of Q4 2016 after selling out during the quarter.
  • JNBA Financial Advisors sold 108 Wintrust Financial shares in Q4 2016, an estimated $6K.
  • JNBA Financial Advisors first reported a position in Wintrust Financial in Q3 2016 and held it in 1 quarter.
  • JNBA Financial Advisors's Wintrust Financial position peaked at $6K in Q3 2016.
  • 261 funds tracked by Wall St. Rank held Wintrust Financial as of Q4 2016.

Based on JNBA Financial Advisors's 13F filing for Q4 2016, filed 3 Feb 2017.