PCP
WTFC icon

Proficio Capital Partners’s Wintrust Financial WTFC Stock Holding History

Proficio Capital 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
2019
Q2 		– Sell
-206
Closed -$14K – 2096
2019
Q1 		$14K Buy
+206
New +$14.7K 0.01% 791

Other funds holding WTFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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

Proficio Capital Partners's WTFC Position: Q2 2019 in Review

Proficio Capital Partners sold out of Wintrust Financial (WTFC) in Q2 2019, closing a stake of 206 shares — an estimated $14K sold.

Proficio Capital Partners first reported a position in WTFC in Q1 2019 and held it in 1 quarter. The position peaked at $14K in Q1 2019. 323 funds tracked by Wall St. Rank hold WTFC as of Q2 2019.

  • Proficio Capital Partners reported no remaining Wintrust Financial position as of Q2 2019 after selling out during the quarter.
  • Proficio Capital Partners sold 206 Wintrust Financial shares in Q2 2019, an estimated $14K.
  • Proficio Capital Partners first reported a position in Wintrust Financial in Q1 2019 and held it in 1 quarter.
  • Proficio Capital Partners's Wintrust Financial position peaked at $14K in Q1 2019.
  • 323 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2019.

Based on Proficio Capital Partners's 13F filing for Q2 2019, filed 13 Aug 2019.