TCG Advisors’s Wintrust Financial WTFC Stock Holding History

TCG Advisors’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 Q3	–	Sell	-25	Closed	-$2K	–	424
2019 Q2	$2K	Hold	25	–	–	﹤0.01%	432
2019 Q1	$2K	Buy	+25	New	+$1.79K	﹤0.01%	429

Other funds holding WTFC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

TCG Advisors's WTFC Position: Q3 2019 in Review

TCG Advisors sold out of Wintrust Financial (WTFC) in Q3 2019, closing a stake of 25 shares — an estimated $2K sold.

TCG Advisors first reported a position in WTFC in Q1 2019 and held it in 2 quarters. The position peaked at $2K in Q2 2019. 297 funds tracked by Wall St. Rank hold WTFC as of Q3 2019.

TCG Advisors reported no remaining Wintrust Financial position as of Q3 2019 after selling out during the quarter.
TCG Advisors sold 25 Wintrust Financial shares in Q3 2019, an estimated $2K.
TCG Advisors first reported a position in Wintrust Financial in Q1 2019 and held it in 2 quarters.
TCG Advisors's Wintrust Financial position peaked at $2K in Q2 2019.
297 funds tracked by Wall St. Rank held Wintrust Financial as of Q3 2019.

Based on TCG Advisors's 13F filing for Q3 2019, filed 13 Nov 2019.