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Piedmont Investment Advisors’s Wintrust Financial WTFC Stock Holding History

Piedmont Investment 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
2020
Q1 		– Sell
-4,274
Closed -$303K – 900
2019
Q4 		$303K Sell
4,274
-795
-16% -$53K 0.01% 749
2019
Q3 		$328K Sell
5,069
-390
-7% -$25.9K 0.01% 707
2019
Q2 		$399K Buy
+5,459
New +$399K 0.02% 643
2018
Q3 		– Sell
-26,063
Closed -$2.27M – 2299
2018
Q2 		$2.27M Buy
+26,063
New +$2.39M 0.11% 196

Other funds holding WTFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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 $1.56T 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

Piedmont Investment Advisors's WTFC Position: Q1 2020 in Review

Piedmont Investment Advisors sold out of Wintrust Financial (WTFC) in Q1 2020, closing a stake of 4,274 shares — an estimated $303K sold.

Piedmont Investment Advisors first reported a position in WTFC in Q2 2018 and held it in 4 quarters. The position peaked at $2.27M in Q2 2018. 256 funds tracked by Wall St. Rank hold WTFC as of Q1 2020.

  • Piedmont Investment Advisors reported no remaining Wintrust Financial position as of Q1 2020 after selling out during the quarter.
  • Piedmont Investment Advisors sold 4,274 Wintrust Financial shares in Q1 2020, an estimated $303K.
  • Piedmont Investment Advisors first reported a position in Wintrust Financial in Q2 2018 and held it in 4 quarters.
  • Piedmont Investment Advisors's Wintrust Financial position peaked at $2.27M in Q2 2018.
  • 256 funds tracked by Wall St. Rank held Wintrust Financial as of Q1 2020.

Based on Piedmont Investment Advisors's 13F filing for Q1 2020, filed 12 May 2020.