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Wagner Wealth Management (South Carolina)’s Wintrust Financial WTFC Stock Holding History

Wagner Wealth Management (South Carolina)’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
Q3 		$1K Hold
12
– – ﹤0.01% 663
2018
Q2 		$1K Hold
12
– – ﹤0.01% 634
2018
Q1 		$1K Buy
+12
New +$1.03K ﹤0.01% 592
2017
Q4 		– Hold
0
– – – 684

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State Street
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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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s WTFC Position: Q3 2018 in Review

Wagner Wealth Management (South Carolina) held its Wintrust Financial (WTFC) position steady in Q3 2018 at 12 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #663.

Wagner Wealth Management (South Carolina) first reported a position in WTFC in Q1 2018 and has held it in 3 quarters since. 322 funds tracked by Wall St. Rank hold WTFC as of Q3 2018.

  • Wagner Wealth Management (South Carolina) held 12 shares of Wintrust Financial worth $1K as of Q3 2018.
  • Wagner Wealth Management (South Carolina) left its Wintrust Financial share count unchanged in Q3 2018.
  • Wintrust Financial made up ﹤0.01% of Wagner Wealth Management (South Carolina)'s portfolio in Q3 2018, its #663 holding.
  • Wagner Wealth Management (South Carolina) first reported a position in Wintrust Financial in Q1 2018 and has held it in 3 quarters since.
  • 322 funds tracked by Wall St. Rank held Wintrust Financial as of Q3 2018.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q3 2018, filed 5 Nov 2018.