OI
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Oakbrook Investments’s Wintrust Financial WTFC Stock Holding History

Oakbrook Investments’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
Q1 		– Sell
-6,300
Closed -$447K – 522
2019
Q4 		$447K Buy
6,300
+100
+2% +$6.66K 0.09% 359
2019
Q3 		$401K Hold
6,200
– – 0.03% 431
2019
Q2 		$454K Hold
6,200
– – 0.03% 410
2019
Q1 		$417K Buy
6,200
+450
+8% +$32.2K 0.03% 429
2018
Q4 		$382K Sell
5,750
-1,200
-17% -$91.2K 0.03% 423
2018
Q3 		$590K Buy
6,950
+1,800
+35% +$160K 0.03% 412
2018
Q2 		$448K Buy
5,150
+900
+21% +$82.6K 0.03% 378
2018
Q1 		$366K Buy
4,250
+200
+5% +$17.2K 0.02% 423
2017
Q4 		$334K Sell
4,050
-200
-5% -$16.1K 0.02% 439
2017
Q3 		$333K Buy
+4,250
New +$316K 0.02% 422

Other funds holding WTFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM