San Francisco Sentry Investment Group’s Wintrust Financial WTFC Stock Holding History

San Francisco Sentry Investment Group’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 Q2	–	Sell	-19	Closed	-$1K	–	887
2020 Q1	$1K	Buy	+19	New	+$1.05K	﹤0.01%	840
2019 Q1	–	Sell	-14	Closed	-$1K	–	1069
2018 Q4	$1K	Buy	+14	New	+$1.06K	﹤0.01%	933

Other funds holding WTFC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

San Francisco Sentry Investment Group's WTFC Position: Q2 2020 in Review

San Francisco Sentry Investment Group sold out of Wintrust Financial (WTFC) in Q2 2020, closing a stake of 19 shares — an estimated $1K sold.

San Francisco Sentry Investment Group first reported a position in WTFC in Q4 2018 and held it in 2 quarters. The position peaked at $1K in Q1 2020. 262 funds tracked by Wall St. Rank hold WTFC as of Q2 2020.

San Francisco Sentry Investment Group reported no remaining Wintrust Financial position as of Q2 2020 after selling out during the quarter.
San Francisco Sentry Investment Group sold 19 Wintrust Financial shares in Q2 2020, an estimated $1K.
San Francisco Sentry Investment Group first reported a position in Wintrust Financial in Q4 2018 and held it in 2 quarters.
San Francisco Sentry Investment Group's Wintrust Financial position peaked at $1K in Q1 2020.
262 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2020.

Based on San Francisco Sentry Investment Group's 13F filing for Q2 2020, filed 17 Jul 2020.