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Smithfield Trust’s Wintrust Financial WTFC Stock Holding History

Smithfield Trust’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
Q4 		– Sell
-2,544
Closed -$164K – 1002
2019
Q3 		$164K Buy
2,544
+94
+4% +$6.23K 0.02% 306
2019
Q2 		$179K Buy
+2,450
New +$179K 0.02% 287
2013
Q4 		– Sell
-1,200
Closed -$49K – 846
2013
Q3 		$49K Hold
1,200
– – 0.01% 498
2013
Q2 		$46K Buy
+1,200
New +$44.1K 0.01% 491

Other funds holding WTFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return

Smithfield Trust's WTFC Position: Q4 2019 in Review

Smithfield Trust sold out of Wintrust Financial (WTFC) in Q4 2019, closing a stake of 2,544 shares — an estimated $164K sold.

Smithfield Trust first reported a position in WTFC in Q2 2013 and held it in 4 quarters. The position peaked at $179K in Q2 2019. 278 funds tracked by Wall St. Rank hold WTFC as of Q4 2019.

  • Smithfield Trust reported no remaining Wintrust Financial position as of Q4 2019 after selling out during the quarter.
  • Smithfield Trust sold 2,544 Wintrust Financial shares in Q4 2019, an estimated $164K.
  • Smithfield Trust first reported a position in Wintrust Financial in Q2 2013 and held it in 4 quarters.
  • Smithfield Trust's Wintrust Financial position peaked at $179K in Q2 2019.
  • 278 funds tracked by Wall St. Rank held Wintrust Financial as of Q4 2019.

Based on Smithfield Trust's 13F filing for Q4 2019, filed 13 Feb 2020.