SeaCrest Wealth Management’s Wintrust Financial WTFC Stock Holding History

SeaCrest Wealth Management’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 Q2	–	Sell	-37	Closed	-$2K	–	1857
2019 Q1	$2K	Hold	37	–	–	﹤0.01%	1951
2018 Q4	$2K	Hold	37	–	–	﹤0.01%	1933
2018 Q3	$3K	Hold	37	–	–	﹤0.01%	2006
2018 Q2	$3K	Hold	37	–	–	﹤0.01%	1951
2018 Q1	$3K	Hold	37	–	–	﹤0.01%	1929
2017 Q4	$3K	Buy	+37	New	+$2.98K	﹤0.01%	1949

Other funds holding WTFC

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

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

SeaCrest Wealth Management's WTFC Position: Q2 2019 in Review

SeaCrest Wealth Management sold out of Wintrust Financial (WTFC) in Q2 2019, closing a stake of 37 shares — an estimated $2K sold.

SeaCrest Wealth Management first reported a position in WTFC in Q4 2017 and held it in 6 quarters. The position peaked at $3K in Q3 2018. 323 funds tracked by Wall St. Rank hold WTFC as of Q2 2019.

SeaCrest Wealth Management reported no remaining Wintrust Financial position as of Q2 2019 after selling out during the quarter.
SeaCrest Wealth Management sold 37 Wintrust Financial shares in Q2 2019, an estimated $2K.
SeaCrest Wealth Management first reported a position in Wintrust Financial in Q4 2017 and held it in 6 quarters.
SeaCrest Wealth Management's Wintrust Financial position peaked at $3K in Q3 2018.
323 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2019.

Based on SeaCrest Wealth Management's 13F filing for Q2 2019, filed 19 Jul 2019.