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Realta Investment Advisors’s Wintrust Financial WTFC Stock Holding History

Realta 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
Q4 		– Sell
-33
Closed -$2K – 1695
2019
Q3 		$2K Buy
33
+3
+10% +$199 ﹤0.01% 1528
2019
Q2 		$2K Buy
+30
New +$2.19K ﹤0.01% 1594

Other funds holding WTFC

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return

Realta Investment Advisors's WTFC Position: Q4 2019 in Review

Realta Investment Advisors sold out of Wintrust Financial (WTFC) in Q4 2019, closing a stake of 33 shares — an estimated $2K sold.

Realta Investment Advisors first reported a position in WTFC in Q2 2019 and held it in 2 quarters. The position peaked at $2K in Q3 2019. 278 funds tracked by Wall St. Rank hold WTFC as of Q4 2019.

  • Realta Investment Advisors reported no remaining Wintrust Financial position as of Q4 2019 after selling out during the quarter.
  • Realta Investment Advisors sold 33 Wintrust Financial shares in Q4 2019, an estimated $2K.
  • Realta Investment Advisors first reported a position in Wintrust Financial in Q2 2019 and held it in 2 quarters.
  • Realta Investment Advisors's Wintrust Financial position peaked at $2K in Q3 2019.
  • 278 funds tracked by Wall St. Rank held Wintrust Financial as of Q4 2019.

Based on Realta Investment Advisors's 13F filing for Q4 2019, filed 5 Feb 2020.