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LS Investment Advisors’s Wintrust Financial WTFC Stock Holding History

LS Investment 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
2020
Q3 		– Sell
-3,016
Closed -$132K – 1471
2020
Q2 		$132K Buy
3,016
+109
+4% +$4.35K 0.01% 891
2020
Q1 		$96K Hold
2,907
– – 0.01% 912
2019
Q4 		$206K Buy
2,907
+16
+0.6% +$1.07K 0.01% 797
2019
Q3 		$187K Buy
2,891
+96
+3% +$6.37K 0.01% 799
2019
Q2 		$204K Sell
2,795
-210
-7% -$15.3K 0.01% 769
2019
Q1 		$202K Sell
3,005
-127
-4% -$9.07K 0.01% 794
2018
Q4 		$208K Buy
3,132
+29
+0.9% +$2.2K 0.01% 725
2018
Q3 		$264K Sell
3,103
-88
-3% -$7.83K 0.02% 734
2018
Q2 		$278K Sell
3,191
-52
-2% -$4.77K 0.02% 734
2018
Q1 		$279K Sell
3,243
-229
-7% -$19.7K 0.02% 718
2017
Q4 		$286K Sell
3,472
-814
-19% -$65.5K 0.02% 719
2017
Q3 		$336K Sell
4,286
-201
-4% -$14.9K 0.02% 707
2017
Q2 		$343K Buy
4,487
+984
+28% +$70.5K 0.02% 677
2017
Q1 		$242K Buy
3,503
+1,532
+78% +$110K 0.02% 761
2016
Q4 		$143K Buy
1,971
+73
+4% +$4.53K 0.01% 932
2016
Q3 		$105K Buy
1,898
+146
+8% +$7.86K 0.01% 994
2016
Q2 		$89K Buy
1,752
+95
+6% +$4.75K 0.01% 1031
2016
Q1 		$73K Buy
1,657
+95
+6% +$4.07K 0.01% 1002
2015
Q4 		$76K Hold
1,562
– – 0.01% 976
2015
Q3 		$83K Buy
1,562
+36
+2% +$1.9K 0.01% 931
2015
Q2 		$81K Buy
+1,526
New +$76.9K 0.01% 976

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

LS Investment Advisors's WTFC Position: Q3 2020 in Review

LS Investment Advisors sold out of Wintrust Financial (WTFC) in Q3 2020, closing a stake of 3,016 shares — an estimated $132K sold.

LS Investment Advisors first reported a position in WTFC in Q2 2015 and held it in 21 quarters. The position peaked at $343K in Q2 2017. 259 funds tracked by Wall St. Rank hold WTFC as of Q3 2020.

  • LS Investment Advisors reported no remaining Wintrust Financial position as of Q3 2020 after selling out during the quarter.
  • LS Investment Advisors sold 3,016 Wintrust Financial shares in Q3 2020, an estimated $132K.
  • LS Investment Advisors first reported a position in Wintrust Financial in Q2 2015 and held it in 21 quarters.
  • LS Investment Advisors's Wintrust Financial position peaked at $343K in Q2 2017.
  • 259 funds tracked by Wall St. Rank held Wintrust Financial as of Q3 2020.

Based on LS Investment Advisors's 13F filing for Q3 2020, filed 12 Nov 2020.