Private Vista’s Wintrust Financial WTFC Stock Holding History

Private Vista’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 Q2	$232K	Buy	+5,314	New	+$212K	0.11%	100
2020 Q1	–	Sell	-5,374	Closed	-$380K	–	165
2019 Q4	$380K	Hold	5,374	–	–	0.1%	94
2019 Q3	$348K	Hold	5,374	–	–	0.09%	103
2019 Q2	$393K	Hold	5,374	–	–	0.1%	103
2019 Q1	$361K	Buy	5,374 +287	+6%	+$20.5K	0.09%	111
2018 Q4	$338K	Sell	5,087 -450	-8%	-$34.2K	0.08%	115
2018 Q3	$467K	Hold	5,537	–	–	0.1%	90
2018 Q2	$482K	Buy	5,537 +510	+10%	+$46.8K	0.11%	88
2018 Q1	$433K	Buy	+5,027	New	+$433K	0.13%	82
2017 Q4	–	Sell	-5,477	Closed	-$429K	–	112
2017 Q3	$429K	Hold	5,477	–	–	0.09%	73
2017 Q2	$424K	Buy	+5,477	New	+$392K	0.1%	51

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

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

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

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Private Vista's WTFC Position: Q2 2020 in Review

Private Vista opened a new position in Wintrust Financial (WTFC) in Q2 2020: 5,314 shares worth $232K. The stake represents 0.11% of the portfolio and ranks #100 among its holdings. This is a return to the name: Private Vista previously reported a position in WTFC as recently as Q4 2019.

Private Vista first reported a position in WTFC in Q2 2017 and has held it in 11 quarters since. The position peaked at $482K in Q2 2018. 262 funds tracked by Wall St. Rank hold WTFC as of Q2 2020.

Private Vista held 5,314 shares of Wintrust Financial worth $232K as of Q2 2020.
Wintrust Financial was a new Private Vista position in Q2 2020.
Wintrust Financial made up 0.11% of Private Vista's portfolio in Q2 2020, its #100 holding.
Private Vista first reported a position in Wintrust Financial in Q2 2017 and has held it in 11 quarters since.
Private Vista's Wintrust Financial position peaked at $482K in Q2 2018.
262 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2020.

Based on Private Vista's 13F filing for Q2 2020, filed 31 Jul 2020.