RA
WTFC icon

Rational Advisors’s Wintrust Financial WTFC Stock Holding History

Rational 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
2016
Q2 		– Sell
-13,000
Closed -$576K – 275
2016
Q1 		$576K Buy
+13,000
New +$557K 0.38% 67
2015
Q3 		$588K Buy
+11,000
New +$582K 0.24% 122

Other funds holding WTFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Rational Advisors's WTFC Position: Q2 2016 in Review

Rational Advisors sold out of Wintrust Financial (WTFC) in Q2 2016, closing a stake of 13,000 shares — an estimated $576K sold.

Rational Advisors first reported a position in WTFC in Q3 2015 and held it in 2 quarters. The position peaked at $588K in Q3 2015. 219 funds tracked by Wall St. Rank hold WTFC as of Q2 2016.

  • Rational Advisors reported no remaining Wintrust Financial position as of Q2 2016 after selling out during the quarter.
  • Rational Advisors sold 13,000 Wintrust Financial shares in Q2 2016, an estimated $576K.
  • Rational Advisors first reported a position in Wintrust Financial in Q3 2015 and held it in 2 quarters.
  • Rational Advisors's Wintrust Financial position peaked at $588K in Q3 2015.
  • 219 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2016.

Based on Rational Advisors's 13F filing for Q2 2016, filed 10 Aug 2016.