NCM
WTFC icon

Next Capital Management’s Wintrust Financial WTFC Stock Holding History

Next Capital Management’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 		– Sell
-58
Closed -$4K – 814
2019
Q2 		$4K Buy
+58
New +$4.24K ﹤0.01% 725

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Next Capital Management's WTFC Position: Q3 2019 in Review

Next Capital Management sold out of Wintrust Financial (WTFC) in Q3 2019, closing a stake of 58 shares — an estimated $4K sold.

Next Capital Management first reported a position in WTFC in Q2 2019 and held it in 1 quarter. The position peaked at $4K in Q2 2019. 297 funds tracked by Wall St. Rank hold WTFC as of Q3 2019.

  • Next Capital Management reported no remaining Wintrust Financial position as of Q3 2019 after selling out during the quarter.
  • Next Capital Management sold 58 Wintrust Financial shares in Q3 2019, an estimated $4K.
  • Next Capital Management first reported a position in Wintrust Financial in Q2 2019 and held it in 1 quarter.
  • Next Capital Management's Wintrust Financial position peaked at $4K in Q2 2019.
  • 297 funds tracked by Wall St. Rank held Wintrust Financial as of Q3 2019.

Based on Next Capital Management's 13F filing for Q3 2019, filed 12 Nov 2019.