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Outlook Wealth Advisors’s Wintrust Financial WTFC Stock Holding History

Outlook Wealth Advisors’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
Q4 		– Sell
-4,962
Closed -$321K – 169
2019
Q3 		$321K Buy
4,962
+151
+3% +$10K 0.19% 121
2019
Q2 		$352K Buy
+4,811
New +$351K 0.23% 110

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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
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
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
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return

Outlook Wealth Advisors's WTFC Position: Q4 2019 in Review

Outlook Wealth Advisors sold out of Wintrust Financial (WTFC) in Q4 2019, closing a stake of 4,962 shares — an estimated $321K sold.

Outlook Wealth Advisors first reported a position in WTFC in Q2 2019 and held it in 2 quarters. The position peaked at $352K in Q2 2019. 278 funds tracked by Wall St. Rank hold WTFC as of Q4 2019.

  • Outlook Wealth Advisors reported no remaining Wintrust Financial position as of Q4 2019 after selling out during the quarter.
  • Outlook Wealth Advisors sold 4,962 Wintrust Financial shares in Q4 2019, an estimated $321K.
  • Outlook Wealth Advisors first reported a position in Wintrust Financial in Q2 2019 and held it in 2 quarters.
  • Outlook Wealth Advisors's Wintrust Financial position peaked at $352K in Q2 2019.
  • 278 funds tracked by Wall St. Rank held Wintrust Financial as of Q4 2019.

Based on Outlook Wealth Advisors's 13F filing for Q4 2019, filed 12 Feb 2020.