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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 $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

Oakbrook Investments's WTFC Position: Q1 2020 in Review

Oakbrook Investments sold out of Wintrust Financial (WTFC) in Q1 2020, closing a stake of 6,300 shares — an estimated $447K sold.

Oakbrook Investments first reported a position in WTFC in Q3 2017 and held it in 10 quarters. The position peaked at $590K in Q3 2018. 255 funds tracked by Wall St. Rank hold WTFC as of Q1 2020.

  • Oakbrook Investments reported no remaining Wintrust Financial position as of Q1 2020 after selling out during the quarter.
  • Oakbrook Investments sold 6,300 Wintrust Financial shares in Q1 2020, an estimated $447K.
  • Oakbrook Investments first reported a position in Wintrust Financial in Q3 2017 and held it in 10 quarters.
  • Oakbrook Investments's Wintrust Financial position peaked at $590K in Q3 2018.
  • 255 funds tracked by Wall St. Rank held Wintrust Financial as of Q1 2020.

Based on Oakbrook Investments's 13F filing for Q1 2020, filed 22 Apr 2020.