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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B 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.