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TRUE Private Wealth Advisors’s Wintrust Financial WTFC Stock Holding History

TRUE Private Wealth 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
2018
Q4 		– Sell
-100
Closed -$8.49K – 920
2018
Q3 		$8.49K Buy
+100
New +$8.9K ﹤0.01% 786

Other funds holding WTFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

TRUE Private Wealth Advisors's WTFC Position: Q4 2018 in Review

TRUE Private Wealth Advisors sold out of Wintrust Financial (WTFC) in Q4 2018, closing a stake of 100 shares — an estimated $8.49K sold.

TRUE Private Wealth Advisors first reported a position in WTFC in Q3 2018 and held it in 1 quarter. The position peaked at $8.49K in Q3 2018. 323 funds tracked by Wall St. Rank hold WTFC as of Q4 2018.

  • TRUE Private Wealth Advisors reported no remaining Wintrust Financial position as of Q4 2018 after selling out during the quarter.
  • TRUE Private Wealth Advisors sold 100 Wintrust Financial shares in Q4 2018, an estimated $8.49K.
  • TRUE Private Wealth Advisors first reported a position in Wintrust Financial in Q3 2018 and held it in 1 quarter.
  • TRUE Private Wealth Advisors's Wintrust Financial position peaked at $8.49K in Q3 2018.
  • 323 funds tracked by Wall St. Rank held Wintrust Financial as of Q4 2018.

Based on TRUE Private Wealth Advisors's 13F filing for Q4 2018, filed 14 Jan 2019.