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Southside Capital’s Wintrust Financial WTFC Stock Holding History

Southside Capital’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 		$8.86M Hold
125,000
– – 2.32% 16
2019
Q3 		$8.08M Hold
125,000
– – 2.2% 17
2019
Q2 		$9.14M Hold
125,000
– – 2.67% 11
2019
Q1 		$8.42M Buy
125,000
+58,499
+88% +$4.18M 3.44% 6
2018
Q4 		$4.42M Buy
+66,501
New +$5.05M 2.74% 19

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

Southside Capital's WTFC Position: Q4 2019 in Review

Southside Capital held its Wintrust Financial (WTFC) position steady in Q4 2019 at 125,000 shares worth $8.86M. The position accounts for 2.32% of the portfolio, ranked #16.

Southside Capital first reported a position in WTFC in Q4 2018 and has held it in 5 quarters since. The position peaked at $9.14M in Q2 2019. 278 funds tracked by Wall St. Rank hold WTFC as of Q4 2019.

  • Southside Capital held 125,000 shares of Wintrust Financial worth $8.86M as of Q4 2019.
  • Southside Capital left its Wintrust Financial share count unchanged in Q4 2019.
  • Wintrust Financial made up 2.32% of Southside Capital's portfolio in Q4 2019, its #16 holding.
  • Southside Capital first reported a position in Wintrust Financial in Q4 2018 and has held it in 5 quarters since.
  • Southside Capital's Wintrust Financial position peaked at $9.14M in Q2 2019.
  • 278 funds tracked by Wall St. Rank held Wintrust Financial as of Q4 2019.

Based on Southside Capital's 13F filing for Q4 2019, filed 11 Feb 2020.