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Stephens Inc’s Wintrust Financial WTFC Stock Holding History

Stephens Inc’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
-5,567
Closed -$360K – 1204
2019
Q3 		$360K Sell
5,567
-63
-1% -$4.18K 0.01% 850
2019
Q2 		$412K Hold
5,630
– – 0.01% 804
2019
Q1 		$379K Buy
+5,630
New +$402K 0.01% 834

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Massachusetts Financial Services
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
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Wellington Management Group
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Federated Hermes
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AL
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Stephens Inc's WTFC Position: Q4 2019 in Review

Stephens Inc sold out of Wintrust Financial (WTFC) in Q4 2019, closing a stake of 5,567 shares — an estimated $360K sold.

Stephens Inc first reported a position in WTFC in Q1 2019 and held it in 3 quarters. The position peaked at $412K in Q2 2019. 278 funds tracked by Wall St. Rank hold WTFC as of Q4 2019.

  • Stephens Inc reported no remaining Wintrust Financial position as of Q4 2019 after selling out during the quarter.
  • Stephens Inc sold 5,567 Wintrust Financial shares in Q4 2019, an estimated $360K.
  • Stephens Inc first reported a position in Wintrust Financial in Q1 2019 and held it in 3 quarters.
  • Stephens Inc's Wintrust Financial position peaked at $412K in Q2 2019.
  • 278 funds tracked by Wall St. Rank held Wintrust Financial as of Q4 2019.

Based on Stephens Inc's 13F filing for Q4 2019, filed 14 Feb 2020.