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Prime Capital Investment Advisors’s Wintrust Financial WTFC Stock Holding History

Prime Capital 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
2019
Q1 		– Sell
-340
Closed -$23K – 475
2018
Q4 		$23K Buy
+340
New +$25.8K 0.01% 202

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State Street
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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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Prime Capital Investment Advisors's WTFC Position: Q1 2019 in Review

Prime Capital Investment Advisors sold out of Wintrust Financial (WTFC) in Q1 2019, closing a stake of 340 shares — an estimated $23K sold.

Prime Capital Investment Advisors first reported a position in WTFC in Q4 2018 and held it in 1 quarter. The position peaked at $23K in Q4 2018. 305 funds tracked by Wall St. Rank hold WTFC as of Q1 2019.

  • Prime Capital Investment Advisors reported no remaining Wintrust Financial position as of Q1 2019 after selling out during the quarter.
  • Prime Capital Investment Advisors sold 340 Wintrust Financial shares in Q1 2019, an estimated $23K.
  • Prime Capital Investment Advisors first reported a position in Wintrust Financial in Q4 2018 and held it in 1 quarter.
  • Prime Capital Investment Advisors's Wintrust Financial position peaked at $23K in Q4 2018.
  • 305 funds tracked by Wall St. Rank held Wintrust Financial as of Q1 2019.

Based on Prime Capital Investment Advisors's 13F filing for Q1 2019, filed 16 Apr 2019.