TFO
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Tarbox Family Office’s Wintrust Financial WTFC Stock Holding History

Tarbox Family Office’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
2020
Q1 		– Sell
-22
Closed -$2K – 1346
2019
Q4 		$2K Hold
22
– – ﹤0.01% 874
2019
Q3 		$1K Hold
22
– – ﹤0.01% 1033
2019
Q2 		$2K Buy
+22
New +$1.61K ﹤0.01% 817

Other funds holding WTFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

Tarbox Family Office's WTFC Position: Q1 2020 in Review

Tarbox Family Office sold out of Wintrust Financial (WTFC) in Q1 2020, closing a stake of 22 shares — an estimated $2K sold.

Tarbox Family Office first reported a position in WTFC in Q2 2019 and held it in 3 quarters. The position peaked at $2K in Q4 2019. 255 funds tracked by Wall St. Rank hold WTFC as of Q1 2020.

  • Tarbox Family Office reported no remaining Wintrust Financial position as of Q1 2020 after selling out during the quarter.
  • Tarbox Family Office sold 22 Wintrust Financial shares in Q1 2020, an estimated $2K.
  • Tarbox Family Office first reported a position in Wintrust Financial in Q2 2019 and held it in 3 quarters.
  • Tarbox Family Office's Wintrust Financial position peaked at $2K in Q4 2019.
  • 255 funds tracked by Wall St. Rank held Wintrust Financial as of Q1 2020.

Based on Tarbox Family Office's 13F filing for Q1 2020, filed 30 Apr 2020.