Smith Group Asset Management’s Wintrust Financial WTFC Stock Holding History

Smith Group Asset 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 Q3	–	Sell	-390	Closed	-$29K	–	450
2019 Q2	$29K	Buy	+390	New	+$28.5K	﹤0.01%	316
2018 Q2	–	Sell	-510	Closed	-$44K	–	458
2018 Q1	$44K	Sell	510 -20	-4%	-$1.72K	﹤0.01%	348
2017 Q4	$44K	Buy	530 +260	+96%	+$20.9K	﹤0.01%	349
2017 Q3	$21K	Buy	+270	New	+$20.1K	﹤0.01%	406

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

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

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

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

Smith Group Asset Management's WTFC Position: Q3 2019 in Review

Smith Group Asset Management sold out of Wintrust Financial (WTFC) in Q3 2019, closing a stake of 390 shares — an estimated $29K sold.

Smith Group Asset Management first reported a position in WTFC in Q3 2017 and held it in 4 quarters. The position peaked at $44K in Q1 2018. 297 funds tracked by Wall St. Rank hold WTFC as of Q3 2019.

Smith Group Asset Management reported no remaining Wintrust Financial position as of Q3 2019 after selling out during the quarter.
Smith Group Asset Management sold 390 Wintrust Financial shares in Q3 2019, an estimated $29K.
Smith Group Asset Management first reported a position in Wintrust Financial in Q3 2017 and held it in 4 quarters.
Smith Group Asset Management's Wintrust Financial position peaked at $44K in Q1 2018.
297 funds tracked by Wall St. Rank held Wintrust Financial as of Q3 2019.

Based on Smith Group Asset Management's 13F filing for Q3 2019, filed 12 Nov 2019.