MUFG Securities EMEA’s Wintrust Financial WTFC Stock Holding History

MUFG Securities EMEA’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 Q3	–	Sell	-14,500	Closed	-$632K	–	479
2020 Q2	$632K	Sell	14,500 -6,500	-31%	-$260K	0.01%	356
2020 Q1	$690K	Hold	21,000	–	–	0.01%	352
2019 Q4	$1.49M	Buy	+21,000	New	+$1.4M	0.01%	398
2019 Q2	–	Sell	-27,700	Closed	-$1.86M	–	546
2019 Q1	$1.86M	Hold	27,700	–	–	0.02%	323
2018 Q4	$1.84M	Buy	+27,700	New	+$2.1M	0.02%	258

Other funds holding WTFC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

MUFG Securities EMEA's WTFC Position: Q3 2020 in Review

MUFG Securities EMEA sold out of Wintrust Financial (WTFC) in Q3 2020, closing a stake of 14,500 shares — an estimated $632K sold.

MUFG Securities EMEA first reported a position in WTFC in Q4 2018 and held it in 5 quarters. The position peaked at $1.86M in Q1 2019. 259 funds tracked by Wall St. Rank hold WTFC as of Q3 2020.

MUFG Securities EMEA reported no remaining Wintrust Financial position as of Q3 2020 after selling out during the quarter.
MUFG Securities EMEA sold 14,500 Wintrust Financial shares in Q3 2020, an estimated $632K.
MUFG Securities EMEA first reported a position in Wintrust Financial in Q4 2018 and held it in 5 quarters.
MUFG Securities EMEA's Wintrust Financial position peaked at $1.86M in Q1 2019.
259 funds tracked by Wall St. Rank held Wintrust Financial as of Q3 2020.

Based on MUFG Securities EMEA's 13F filing for Q3 2020, filed 13 Nov 2020.