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MGO One Seven’s Wintrust Financial WTFC Stock Holding History

MGO One Seven’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
-108
Closed -$7K – 1647
2018
Q4 		$7K Buy
+108
New +$8.21K ﹤0.01% 1277
2018
Q1 		$30K Sell
345
-79
-19% -$6.8K 0.01% 752
2017
Q4 		$35K Buy
+424
New +$34.1K 0.02% 713

Other funds holding WTFC

BlackRock
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

MGO One Seven's WTFC Position: Q1 2019 in Review

MGO One Seven sold out of Wintrust Financial (WTFC) in Q1 2019, closing a stake of 108 shares — an estimated $7K sold.

MGO One Seven first reported a position in WTFC in Q4 2017 and held it in 3 quarters. The position peaked at $35K in Q4 2017. 305 funds tracked by Wall St. Rank hold WTFC as of Q1 2019.

  • MGO One Seven reported no remaining Wintrust Financial position as of Q1 2019 after selling out during the quarter.
  • MGO One Seven sold 108 Wintrust Financial shares in Q1 2019, an estimated $7K.
  • MGO One Seven first reported a position in Wintrust Financial in Q4 2017 and held it in 3 quarters.
  • MGO One Seven's Wintrust Financial position peaked at $35K in Q4 2017.
  • 305 funds tracked by Wall St. Rank held Wintrust Financial as of Q1 2019.

Based on MGO One Seven's 13F filing for Q1 2019, filed 9 Apr 2019.