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Meridian Wealth Advisors’s Wintrust Financial WTFC Stock Holding History

Meridian Wealth 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
Q1 		– Sell
-411
Closed -$27K – 401
2018
Q4 		$27K Buy
+411
New +$31.2K 0.02% 328

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Meridian Wealth Advisors's WTFC Position: Q1 2019 in Review

Meridian Wealth Advisors sold out of Wintrust Financial (WTFC) in Q1 2019, closing a stake of 411 shares — an estimated $27K sold.

Meridian Wealth Advisors first reported a position in WTFC in Q4 2018 and held it in 1 quarter. The position peaked at $27K in Q4 2018. 305 funds tracked by Wall St. Rank hold WTFC as of Q1 2019.

  • Meridian Wealth Advisors reported no remaining Wintrust Financial position as of Q1 2019 after selling out during the quarter.
  • Meridian Wealth Advisors sold 411 Wintrust Financial shares in Q1 2019, an estimated $27K.
  • Meridian Wealth Advisors first reported a position in Wintrust Financial in Q4 2018 and held it in 1 quarter.
  • Meridian Wealth Advisors's Wintrust Financial position peaked at $27K in Q4 2018.
  • 305 funds tracked by Wall St. Rank held Wintrust Financial as of Q1 2019.

Based on Meridian Wealth Advisors's 13F filing for Q1 2019, filed 7 May 2019.