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Sun Life Financial’s Wintrust Financial WTFC Stock Holding History

Sun Life Financial’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
-6,404
Closed -$414K – 586
2019
Q3 		$414K Buy
6,404
+36
+0.6% +$2.39K 0.11% 117
2019
Q2 		$466K Hold
6,368
– – 0.12% 112
2019
Q1 		$429K Buy
6,368
+34
+0.5% +$2.43K 0.09% 120
2018
Q4 		$421K Buy
6,334
+32
+0.5% +$2.43K 0.09% 114
2018
Q3 		$535K Buy
6,302
+39
+0.6% +$3.47K 0.1% 117
2018
Q2 		$545K Buy
+6,263
New +$575K 0.08% 113

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 $3.38T AUM 44.17% 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

Sun Life Financial's WTFC Position: Q4 2019 in Review

Sun Life Financial sold out of Wintrust Financial (WTFC) in Q4 2019, closing a stake of 6,404 shares — an estimated $414K sold.

Sun Life Financial first reported a position in WTFC in Q2 2018 and held it in 6 quarters. The position peaked at $545K in Q2 2018. 278 funds tracked by Wall St. Rank hold WTFC as of Q4 2019.

  • Sun Life Financial reported no remaining Wintrust Financial position as of Q4 2019 after selling out during the quarter.
  • Sun Life Financial sold 6,404 Wintrust Financial shares in Q4 2019, an estimated $414K.
  • Sun Life Financial first reported a position in Wintrust Financial in Q2 2018 and held it in 6 quarters.
  • Sun Life Financial's Wintrust Financial position peaked at $545K in Q2 2018.
  • 278 funds tracked by Wall St. Rank held Wintrust Financial as of Q4 2019.

Based on Sun Life Financial's 13F filing for Q4 2019, filed 10 Feb 2020.