Loring Wolcott & Coolidge Fiduciary Advisors’s Wintrust Financial WTFC Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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 Q4	–	Sell	-18	Closed	-$1K	–	725
2019 Q3	$1K	Hold	18	–	–	﹤0.01%	672
2019 Q2	$1K	Hold	18	–	–	﹤0.01%	701
2019 Q1	$1K	Hold	18	–	–	﹤0.01%	692
2018 Q4	$1K	Hold	18	–	–	﹤0.01%	683
2018 Q3	$2K	Hold	18	–	–	﹤0.01%	617
2018 Q2	$2K	Hold	18	–	–	﹤0.01%	627
2018 Q1	$2K	Hold	18	–	–	﹤0.01%	675
2017 Q4	$1K	Hold	18	–	–	﹤0.01%	724
2017 Q3	$1K	Buy	+18	New	+$1.34K	﹤0.01%	754

Other funds holding WTFC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's WTFC Position: Q4 2019 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Wintrust Financial (WTFC) in Q4 2019, closing a stake of 18 shares — an estimated $1K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in WTFC in Q3 2017 and held it in 9 quarters. The position peaked at $2K in Q3 2018. 278 funds tracked by Wall St. Rank hold WTFC as of Q4 2019.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Wintrust Financial position as of Q4 2019 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 18 Wintrust Financial shares in Q4 2019, an estimated $1K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Wintrust Financial in Q3 2017 and held it in 9 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's Wintrust Financial position peaked at $2K in Q3 2018.
278 funds tracked by Wall St. Rank held Wintrust Financial as of Q4 2019.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q4 2019, filed 22 Jan 2020.