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Tompkins Financial’s Wintrust Financial WTFC Stock Holding History

Tompkins 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
Q2 		– Sell
-143
Closed -$10K – 405
2019
Q1 		$10K Hold
143
– – ﹤0.01% 352
2018
Q4 		$10K Sell
143
-91
-39% -$6.92K ﹤0.01% 343
2018
Q3 		$20K Sell
234
-101
-30% -$8.99K ﹤0.01% 320
2018
Q2 		$29K Hold
335
– – 0.01% 309
2018
Q1 		$29K Buy
+335
New +$28.8K 0.01% 297

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Tompkins Financial's WTFC Position: Q2 2019 in Review

Tompkins Financial sold out of Wintrust Financial (WTFC) in Q2 2019, closing a stake of 143 shares — an estimated $10K sold.

Tompkins Financial first reported a position in WTFC in Q1 2018 and held it in 5 quarters. The position peaked at $29K in Q2 2018. 323 funds tracked by Wall St. Rank hold WTFC as of Q2 2019.

  • Tompkins Financial reported no remaining Wintrust Financial position as of Q2 2019 after selling out during the quarter.
  • Tompkins Financial sold 143 Wintrust Financial shares in Q2 2019, an estimated $10K.
  • Tompkins Financial first reported a position in Wintrust Financial in Q1 2018 and held it in 5 quarters.
  • Tompkins Financial's Wintrust Financial position peaked at $29K in Q2 2018.
  • 323 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2019.

Based on Tompkins Financial's 13F filing for Q2 2019, filed 17 Jul 2019.