WealthOne’s Wintrust Financial WTFC Stock Holding History

WealthOne’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 Q1	–	Sell	-107	Closed	-$7K	–	555
2018 Q4	$7K	Buy	+107	New	+$8.13K	0.01%	427

Other funds holding WTFC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

WealthOne's WTFC Position: Q1 2019 in Review

WealthOne sold out of Wintrust Financial (WTFC) in Q1 2019, closing a stake of 107 shares — an estimated $7K sold.

WealthOne first reported a position in WTFC in Q4 2018 and held it in 1 quarter. The position peaked at $7K in Q4 2018. 305 funds tracked by Wall St. Rank hold WTFC as of Q1 2019.

WealthOne reported no remaining Wintrust Financial position as of Q1 2019 after selling out during the quarter.
WealthOne sold 107 Wintrust Financial shares in Q1 2019, an estimated $7K.
WealthOne first reported a position in Wintrust Financial in Q4 2018 and held it in 1 quarter.
WealthOne's Wintrust Financial position peaked at $7K in Q4 2018.
305 funds tracked by Wall St. Rank held Wintrust Financial as of Q1 2019.

Based on WealthOne's 13F filing for Q1 2019, filed 16 May 2019.