Patten Group’s Wintrust Financial WTFC Stock Holding History

Patten Group’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
2018 Q4	–	Sell	-125	Closed	-$11K	–	696
2018 Q3	$11K	Hold	125	–	–	﹤0.01%	501
2018 Q2	$11K	Buy	+125	New	+$11.5K	﹤0.01%	475

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Patten Group's WTFC Position: Q4 2018 in Review

Patten Group sold out of Wintrust Financial (WTFC) in Q4 2018, closing a stake of 125 shares — an estimated $11K sold.

Patten Group first reported a position in WTFC in Q2 2018 and held it in 2 quarters. The position peaked at $11K in Q3 2018. 323 funds tracked by Wall St. Rank hold WTFC as of Q4 2018.

Patten Group reported no remaining Wintrust Financial position as of Q4 2018 after selling out during the quarter.
Patten Group sold 125 Wintrust Financial shares in Q4 2018, an estimated $11K.
Patten Group first reported a position in Wintrust Financial in Q2 2018 and held it in 2 quarters.
Patten Group's Wintrust Financial position peaked at $11K in Q3 2018.
323 funds tracked by Wall St. Rank held Wintrust Financial as of Q4 2018.

Based on Patten Group's 13F filing for Q4 2018, filed 12 Feb 2019.