Neuburgh Advisers’s Wintrust Financial WTFC Stock Holding History

Neuburgh Advisers’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 Q3	$335K	Hold	5,184	–	–	0.01%	561
2019 Q2	$379K	Hold	5,184	–	–	0.01%	531
2019 Q1	$349K	Hold	5,184	–	–	0.01%	538
2018 Q4	$345K	Hold	5,184	–	–	0.01%	496
2018 Q3	$440K	Buy	5,184 +1,440	+38%	+$128K	0.01%	496
2018 Q2	$326K	Hold	3,744	–	–	0.01%	527
2018 Q1	$322K	Hold	3,744	–	–	0.01%	526
2017 Q4	$308K	Buy	3,744 +912	+32%	+$73.4K	0.01%	548
2017 Q3	$222K	Buy	2,832 +192	+7%	+$14.3K	0.01%	581
2017 Q2	$202K	Buy	2,640 +1,088	+70%	+$77.9K	0.01%	567
2017 Q1	$107K	Sell	1,552 -48	-3%	-$3.45K	﹤0.01%	605
2016 Q4	$116K	Buy	+1,600	New	+$99.4K	0.01%	565

Other funds holding WTFC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Neuburgh Advisers's WTFC Position: Q3 2019 in Review

Neuburgh Advisers held its Wintrust Financial (WTFC) position steady in Q3 2019 at 5,184 shares worth $335K. The position accounts for 0.01% of the portfolio, ranked #561.

Neuburgh Advisers first reported a position in WTFC in Q4 2016 and has held it in 12 quarters since. The position peaked at $440K in Q3 2018. 297 funds tracked by Wall St. Rank hold WTFC as of Q3 2019.

Neuburgh Advisers held 5,184 shares of Wintrust Financial worth $335K as of Q3 2019.
Neuburgh Advisers left its Wintrust Financial share count unchanged in Q3 2019.
Wintrust Financial made up 0.01% of Neuburgh Advisers's portfolio in Q3 2019, its #561 holding.
Neuburgh Advisers first reported a position in Wintrust Financial in Q4 2016 and has held it in 12 quarters since.
Neuburgh Advisers's Wintrust Financial position peaked at $440K in Q3 2018.
297 funds tracked by Wall St. Rank held Wintrust Financial as of Q3 2019.

Based on Neuburgh Advisers's 13F filing for Q3 2019, filed 14 Nov 2019.