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Longfellow Investment Management’s Wintrust Financial WTFC Stock Holding History

Longfellow 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
2021
Q1 		– Sell
-809
Closed -$50K – 562
2020
Q4 		$50K Buy
+809
New +$43.5K 0.01% 374

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State Street
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

Longfellow Investment Management's WTFC Position: Q1 2021 in Review

Longfellow Investment Management sold out of Wintrust Financial (WTFC) in Q1 2021, closing a stake of 809 shares — an estimated $50K sold.

Longfellow Investment Management first reported a position in WTFC in Q4 2020 and held it in 1 quarter. The position peaked at $50K in Q4 2020. 298 funds tracked by Wall St. Rank hold WTFC as of Q1 2021.

  • Longfellow Investment Management reported no remaining Wintrust Financial position as of Q1 2021 after selling out during the quarter.
  • Longfellow Investment Management sold 809 Wintrust Financial shares in Q1 2021, an estimated $50K.
  • Longfellow Investment Management first reported a position in Wintrust Financial in Q4 2020 and held it in 1 quarter.
  • Longfellow Investment Management's Wintrust Financial position peaked at $50K in Q4 2020.
  • 298 funds tracked by Wall St. Rank held Wintrust Financial as of Q1 2021.

Based on Longfellow Investment Management's 13F filing for Q1 2021, filed 17 May 2021.