Linscomb Wealth’s Wintrust Financial WTFC Stock Holding History

Linscomb Wealth’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
2020 Q2	–	Sell	-9,535	Closed	-$313K	–	386
2020 Q1	$313K	Sell	9,535 -4,515	-32%	-$251K	0.03%	321
2019 Q4	$996K	Buy	+14,050	New	+$936K	0.07%	220

Other funds holding WTFC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Linscomb Wealth's WTFC Position: Q2 2020 in Review

Linscomb Wealth sold out of Wintrust Financial (WTFC) in Q2 2020, closing a stake of 9,535 shares — an estimated $313K sold.

Linscomb Wealth first reported a position in WTFC in Q4 2019 and held it in 2 quarters. The position peaked at $996K in Q4 2019. 262 funds tracked by Wall St. Rank hold WTFC as of Q2 2020.

Linscomb Wealth reported no remaining Wintrust Financial position as of Q2 2020 after selling out during the quarter.
Linscomb Wealth sold 9,535 Wintrust Financial shares in Q2 2020, an estimated $313K.
Linscomb Wealth first reported a position in Wintrust Financial in Q4 2019 and held it in 2 quarters.
Linscomb Wealth's Wintrust Financial position peaked at $996K in Q4 2019.
262 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2020.

Based on Linscomb Wealth's 13F filing for Q2 2020, filed 11 Aug 2020.