NumerixS Investment Technologies’s Wintrust Financial WTFC Stock Holding History

NumerixS Investment Technologies’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	-478	Closed	-$21K	–	859
2020 Q2	$21K	Sell	478 -822	-63%	-$32.8K	0.01%	947
2020 Q1	$43K	Buy	+1,300	New	+$72.2K	0.02%	641
2019 Q2	–	Sell	-1,282	Closed	-$88K	–	1377
2019 Q1	$88K	Buy	+1,282	New	+$91.6K	0.01%	899
2018 Q4	–	Sell	-500	Closed	-$43K	–	1421
2018 Q3	$43K	Buy	+500	New	+$44.5K	0.01%	1003
2017 Q2	–	Sell	-2,500	Closed	-$173K	–	1380
2017 Q1	$173K	Buy	+2,500	New	+$180K	0.02%	761

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

NumerixS Investment Technologies's WTFC Position: Q3 2020 in Review

NumerixS Investment Technologies sold out of Wintrust Financial (WTFC) in Q3 2020, closing a stake of 478 shares — an estimated $21K sold.

NumerixS Investment Technologies first reported a position in WTFC in Q1 2017 and held it in 5 quarters. The position peaked at $173K in Q1 2017. 259 funds tracked by Wall St. Rank hold WTFC as of Q3 2020.

NumerixS Investment Technologies reported no remaining Wintrust Financial position as of Q3 2020 after selling out during the quarter.
NumerixS Investment Technologies sold 478 Wintrust Financial shares in Q3 2020, an estimated $21K.
NumerixS Investment Technologies first reported a position in Wintrust Financial in Q1 2017 and held it in 5 quarters.
NumerixS Investment Technologies's Wintrust Financial position peaked at $173K in Q1 2017.
259 funds tracked by Wall St. Rank held Wintrust Financial as of Q3 2020.

Based on NumerixS Investment Technologies's 13F filing for Q3 2020.