Wealthspire Advisors (Maryland)’s Wintrust Financial WTFC Stock Holding History

Wealthspire Advisors (Maryland)’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	-39	Closed	-$3K	–	2064
2019 Q1	$3K	Buy	39 +36	+1,200%	+$2.57K	﹤0.01%	2071
2018 Q4	$0	Sell	3 -22	-88%	-$1.67K	﹤0.01%	2582
2018 Q3	$2K	Sell	25 -4	-14%	-$356	﹤0.01%	2209
2018 Q2	$3K	Sell	29 -3	-9%	-$275	﹤0.01%	2068
2018 Q1	$3K	Sell	32 -7	-18%	-$603	﹤0.01%	2077
2017 Q4	$3K	Buy	+39	New	+$3.14K	﹤0.01%	2035
2016 Q2	–	Sell	-450	Closed	-$20K	–	1817
2016 Q1	$20K	Sell	450 -846	-65%	-$36.2K	﹤0.01%	977
2015 Q4	$63K	Buy	+1,296	New	+$66.1K	0.01%	653

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 $3.38T AUM 44.17% 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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s WTFC Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Wintrust Financial (WTFC) in Q2 2019, closing a stake of 39 shares — an estimated $3K sold.

Wealthspire Advisors (Maryland) first reported a position in WTFC in Q4 2015 and held it in 8 quarters. The position peaked at $63K in Q4 2015. 323 funds tracked by Wall St. Rank hold WTFC as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining Wintrust Financial position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 39 Wintrust Financial shares in Q2 2019, an estimated $3K.
Wealthspire Advisors (Maryland) first reported a position in Wintrust Financial in Q4 2015 and held it in 8 quarters.
Wealthspire Advisors (Maryland)'s Wintrust Financial position peaked at $63K in Q4 2015.
323 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.