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RWA Wealth Partners’s Wintrust Financial WTFC Stock Holding History

RWA Wealth 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
2018
Q4 		– Sell
-2,735
Closed -$232K – 249
2018
Q3 		$232K Hold
2,735
– – 0.03% 212
2018
Q2 		$238K Hold
2,735
– – 0.03% 217
2018
Q1 		$235K Hold
2,735
– – 0.03% 183
2017
Q4 		$225K Hold
2,735
– – 0.03% 217
2017
Q3 		$214K Buy
+2,735
New +$203K 0.02% 223

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

RWA Wealth Partners's WTFC Position: Q4 2018 in Review

RWA Wealth Partners sold out of Wintrust Financial (WTFC) in Q4 2018, closing a stake of 2,735 shares — an estimated $232K sold.

RWA Wealth Partners first reported a position in WTFC in Q3 2017 and held it in 5 quarters. The position peaked at $238K in Q2 2018. 323 funds tracked by Wall St. Rank hold WTFC as of Q4 2018.

  • RWA Wealth Partners reported no remaining Wintrust Financial position as of Q4 2018 after selling out during the quarter.
  • RWA Wealth Partners sold 2,735 Wintrust Financial shares in Q4 2018, an estimated $232K.
  • RWA Wealth Partners first reported a position in Wintrust Financial in Q3 2017 and held it in 5 quarters.
  • RWA Wealth Partners's Wintrust Financial position peaked at $238K in Q2 2018.
  • 323 funds tracked by Wall St. Rank held Wintrust Financial as of Q4 2018.

Based on RWA Wealth Partners's 13F filing for Q4 2018, filed 25 Jan 2019.