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WTFC icon

Wealthfront’s Wintrust Financial WTFC Stock Holding History

Wealthfront’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
2015
Q4 		– Sell
-464
Closed -$25K – 1084
2015
Q3 		$25K Buy
464
+375
+421% +$19.8K ﹤0.01% 677
2015
Q2 		$5K Buy
89
+61
+218% +$3.07K ﹤0.01% 1062
2015
Q1 		$1K Buy
28
+27
+2,700% +$1.25K ﹤0.01% 1150
2014
Q4 		$0 Buy
+1
New +$45 ﹤0.01% 1018

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BFA
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Invesco
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Jennison Associates
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State Street
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Massachusetts Financial Services
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BIT
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WHG
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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return