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Mackay Shields LLC’s Wintrust Financial WTFC Stock Holding History

Mackay Shields LLC’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
Q4 		– Sell
-11,700
Closed -$468K – 1609
2020
Q3 		$468K Buy
+11,700
New +$501K ﹤0.01% 1190
2020
Q2 		– Sell
-38,699
Closed -$1.27M – 1597
2020
Q1 		$1.27M Buy
+38,699
New +$2.15M 0.01% 859

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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 $3.38T AUM 44.17% 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

Mackay Shields LLC's WTFC Position: Q4 2020 in Review

Mackay Shields LLC sold out of Wintrust Financial (WTFC) in Q4 2020, closing a stake of 11,700 shares — an estimated $468K sold.

Mackay Shields LLC first reported a position in WTFC in Q1 2020 and held it in 2 quarters. The position peaked at $1.27M in Q1 2020. 272 funds tracked by Wall St. Rank hold WTFC as of Q4 2020.

  • Mackay Shields LLC reported no remaining Wintrust Financial position as of Q4 2020 after selling out during the quarter.
  • Mackay Shields LLC sold 11,700 Wintrust Financial shares in Q4 2020, an estimated $468K.
  • Mackay Shields LLC first reported a position in Wintrust Financial in Q1 2020 and held it in 2 quarters.
  • Mackay Shields LLC's Wintrust Financial position peaked at $1.27M in Q1 2020.
  • 272 funds tracked by Wall St. Rank held Wintrust Financial as of Q4 2020.

Based on Mackay Shields LLC's 13F filing for Q4 2020, filed 16 Feb 2021.