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JOYN Advisors’s Wintrust Financial WTFC Stock Holding History

JOYN 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
2019
Q1 		– Sell
-973
Closed -$65K – 1430
2018
Q4 		$65K Buy
973
+36
+4% +$2.73K 0.01% 276
2018
Q3 		$80K Sell
937
-7
-0.7% -$623 0.02% 267
2018
Q2 		$82K Sell
944
-473
-33% -$43.4K 0.02% 263
2018
Q1 		$122K Sell
1,417
-1,627
-53% -$140K 0.03% 212
2017
Q4 		$251K Buy
+3,044
New +$245K 0.05% 142

Other funds holding WTFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.38T AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 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

JOYN Advisors's WTFC Position: Q1 2019 in Review

JOYN Advisors sold out of Wintrust Financial (WTFC) in Q1 2019, closing a stake of 973 shares — an estimated $65K sold.

JOYN Advisors first reported a position in WTFC in Q4 2017 and held it in 5 quarters. The position peaked at $251K in Q4 2017. 305 funds tracked by Wall St. Rank hold WTFC as of Q1 2019.

  • JOYN Advisors reported no remaining Wintrust Financial position as of Q1 2019 after selling out during the quarter.
  • JOYN Advisors sold 973 Wintrust Financial shares in Q1 2019, an estimated $65K.
  • JOYN Advisors first reported a position in Wintrust Financial in Q4 2017 and held it in 5 quarters.
  • JOYN Advisors's Wintrust Financial position peaked at $251K in Q4 2017.
  • 305 funds tracked by Wall St. Rank held Wintrust Financial as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.