Personal Wealth Partners’s Wintrust Financial WTFC Stock Holding History

Personal Wealth Partners’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	-3	Closed	–	–	627
2019 Q4	$0	Hold	3	–	–	﹤0.01%	698
2019 Q3	$0	Buy	+3	New	+$199	﹤0.01%	705

Other funds holding WTFC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Personal Wealth Partners's WTFC Position: Q1 2020 in Review

Personal Wealth Partners sold out of Wintrust Financial (WTFC) in Q1 2020, closing a stake of 3 shares.

Personal Wealth Partners first reported a position in WTFC in Q3 2019 and held it in 2 quarters. The position peaked at $0 in Q4 2019. 256 funds tracked by Wall St. Rank hold WTFC as of Q1 2020.

Personal Wealth Partners reported no remaining Wintrust Financial position as of Q1 2020 after selling out during the quarter.
Personal Wealth Partners sold 3 Wintrust Financial shares in Q1 2020.
Personal Wealth Partners first reported a position in Wintrust Financial in Q3 2019 and held it in 2 quarters.
Personal Wealth Partners's Wintrust Financial position peaked at $0 in Q4 2019.
256 funds tracked by Wall St. Rank held Wintrust Financial as of Q1 2020.

Based on Personal Wealth Partners's 13F filing for Q1 2020, filed 7 May 2020.