MIFH
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Migdal Insurance & Financial Holdings’s Wintrust Financial WTFC Stock Holding History

Migdal Insurance & Financial Holdings’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
-249
Closed -$16K – 800
2019
Q3 		$16K Sell
249
-119
-32% -$7.89K ﹤0.01% 697
2019
Q2 		$27K Sell
368
-138
-27% -$10.1K ﹤0.01% 641
2019
Q1 		$34K Buy
506
+6
+1% +$429 ﹤0.01% 616
2018
Q4 		$33K Sell
500
-261
-34% -$19.8K ﹤0.01% 587
2018
Q3 		$65K Buy
761
+73
+11% +$6.5K ﹤0.01% 651
2018
Q2 		$60K Buy
688
+374
+119% +$34.3K ﹤0.01% 600
2018
Q1 		$27K Buy
314
+83
+36% +$7.15K ﹤0.01% 499
2017
Q4 		$19K Sell
231
-769
-77% -$61.9K ﹤0.01% 487
2017
Q3 		$32K Buy
+1,000
New +$74.3K ﹤0.01% 475

Other funds holding WTFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $1.9T AUM 41.92% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return

Migdal Insurance & Financial Holdings's WTFC Position: Q4 2019 in Review

Migdal Insurance & Financial Holdings sold out of Wintrust Financial (WTFC) in Q4 2019, closing a stake of 249 shares — an estimated $16K sold.

Migdal Insurance & Financial Holdings first reported a position in WTFC in Q3 2017 and held it in 9 quarters. The position peaked at $65K in Q3 2018. 278 funds tracked by Wall St. Rank hold WTFC as of Q4 2019.

  • Migdal Insurance & Financial Holdings reported no remaining Wintrust Financial position as of Q4 2019 after selling out during the quarter.
  • Migdal Insurance & Financial Holdings sold 249 Wintrust Financial shares in Q4 2019, an estimated $16K.
  • Migdal Insurance & Financial Holdings first reported a position in Wintrust Financial in Q3 2017 and held it in 9 quarters.
  • Migdal Insurance & Financial Holdings's Wintrust Financial position peaked at $65K in Q3 2018.
  • 278 funds tracked by Wall St. Rank held Wintrust Financial as of Q4 2019.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q4 2019, filed 13 Feb 2020.