QI
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QS Investors’s Wintrust Financial WTFC Stock Holding History

QS Investors’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
Q4 		– Sell
-9,500
Closed -$381K – 1262
2020
Q3 		$381K Sell
9,500
-42,650
-82% -$1.82M 0.01% 823
2020
Q2 		$2.27M Sell
52,150
-11,282
-18% -$450K 0.03% 436
2020
Q1 		$2.08M Hold
63,432
– – 0.03% 405
2019
Q4 		$4.51M Sell
63,432
-1,100
-2% -$73.3K 0.05% 309
2019
Q3 		$4.17M Hold
64,532
– – 0.05% 321
2019
Q2 		$4.72M Sell
64,532
-86
-0.1% -$6.28K 0.05% 285
2019
Q1 		$4.35M Sell
64,618
-1,550
-2% -$111K 0.05% 314
2018
Q4 		$4.4M Hold
66,168
– – 0.06% 260
2018
Q3 		$5.62M Sell
66,168
-24,233
-27% -$2.16M 0.05% 244
2018
Q2 		$7.87M Sell
90,401
-1,404
-2% -$129K 0.08% 172
2018
Q1 		$7.9M Sell
91,805
-5,734
-6% -$494K 0.08% 155
2017
Q4 		$8.03M Sell
97,539
-1,111
-1% -$89.5K 0.08% 171
2017
Q3 		$7.72M Buy
98,650
+6,011
+6% +$447K 0.06% 189
2017
Q2 		$7.08M Buy
92,639
+10,079
+12% +$722K 0.06% 198
2017
Q1 		$5.71M Hold
82,560
– – 0.05% 253
2016
Q4 		$5.99M Sell
82,560
-15,889
-16% -$987K 0.05% 289
2016
Q3 		$5.47M Sell
98,449
-2,158
-2% -$116K 0.04% 345
2016
Q2 		$5.13M Hold
100,607
– – 0.04% 382
2016
Q1 		$4.46M Sell
100,607
-2,492
-2% -$107K 0.04% 424
2015
Q4 		$5M Sell
103,099
-1,063
-1% -$54.3K 0.05% 387
2015
Q3 		$5.57M Sell
104,162
-214
-0.2% -$11.3K 0.06% 312
2015
Q2 		$5.57M Sell
104,376
-37,900
-27% -$1.91M 0.07% 346
2015
Q1 		$6.78M Hold
142,276
– – 0.08% 290
2014
Q4 		$6.65M Buy
142,276
+4,676
+3% +$212K 0.08% 282
2014
Q3 		$6.15M Buy
137,600
+6,500
+5% +$301K 0.17% 134
2014
Q2 		$6.03M Sell
131,100
-10,800
-8% -$490K 0.16% 148
2014
Q1 		$6.91M Sell
141,900
-66,500
-32% -$3.06M 0.21% 126
2013
Q4 		$9.61M Buy
208,400
+23,700
+13% +$1.05M 0.37% 86
2013
Q3 		$7.59M Buy
+184,700
New +$7.51M 0.33% 89

Other funds holding WTFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

QS Investors's WTFC Position: Q4 2020 in Review

QS Investors sold out of Wintrust Financial (WTFC) in Q4 2020, closing a stake of 9,500 shares — an estimated $381K sold.

QS Investors first reported a position in WTFC in Q3 2013 and held it in 29 quarters. The position peaked at $9.61M in Q4 2013. 272 funds tracked by Wall St. Rank hold WTFC as of Q4 2020.

  • QS Investors reported no remaining Wintrust Financial position as of Q4 2020 after selling out during the quarter.
  • QS Investors sold 9,500 Wintrust Financial shares in Q4 2020, an estimated $381K.
  • QS Investors first reported a position in Wintrust Financial in Q3 2013 and held it in 29 quarters.
  • QS Investors's Wintrust Financial position peaked at $9.61M in Q4 2013.
  • 272 funds tracked by Wall St. Rank held Wintrust Financial as of Q4 2020.

Based on QS Investors's 13F filing for Q4 2020, filed 10 Feb 2021.