MGIA
WTFC icon

Moneta Group Investment Advisors’s Wintrust Financial WTFC Stock Holding History

Moneta Group 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
2018
Q2 		– Sell
-855
Closed -$74K – 642
2018
Q1 		$74K Buy
+855
New +$73.6K 0.01% 285

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Moneta Group Investment Advisors's WTFC Position: Q2 2018 in Review

Moneta Group Investment Advisors sold out of Wintrust Financial (WTFC) in Q2 2018, closing a stake of 855 shares — an estimated $74K sold.

Moneta Group Investment Advisors first reported a position in WTFC in Q1 2018 and held it in 1 quarter. The position peaked at $74K in Q1 2018. 315 funds tracked by Wall St. Rank hold WTFC as of Q2 2018.

  • Moneta Group Investment Advisors reported no remaining Wintrust Financial position as of Q2 2018 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 855 Wintrust Financial shares in Q2 2018, an estimated $74K.
  • Moneta Group Investment Advisors first reported a position in Wintrust Financial in Q1 2018 and held it in 1 quarter.
  • Moneta Group Investment Advisors's Wintrust Financial position peaked at $74K in Q1 2018.
  • 315 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2018.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.