Whitnell & Co’s Wintrust Financial WTFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $59K | Hold |
832
| – | – | 0.02% | 198 |
|
|
2019
Q3 | $54K | Hold |
832
| – | – | 0.02% | 200 |
|
|
2019
Q2 | $61K | Hold |
832
| – | – | 0.02% | 180 |
|
|
2019
Q1 | $56K | Hold |
832
| – | – | 0.02% | 179 |
|
|
2018
Q4 | $55K | Hold |
832
| – | – | 0.02% | 179 |
|
|
2018
Q3 | $71K | Hold |
832
| – | – | 0.03% | 170 |
|
|
2018
Q2 | $72K | Hold |
832
| – | – | 0.03% | 166 |
|
|
2018
Q1 | $72K | Hold |
832
| – | – | 0.03% | 168 |
|
|
2017
Q4 | $69K | Hold |
832
| – | – | 0.03% | 164 |
|
|
2017
Q3 | $65K | Hold |
832
| – | – | 0.03% | 168 |
|
|
2017
Q2 | $64K | Hold |
832
| – | – | 0.03% | 164 |
|
|
2017
Q1 | $58K | Hold |
832
| – | – | 0.03% | 171 |
|
|
2016
Q4 | $60K | Hold |
832
| – | – | 0.03% | 172 |
|
|
2016
Q3 | $46K | Hold |
832
| – | – | 0.02% | 189 |
|
|
2016
Q2 | $42K | Hold |
832
| – | – | 0.01% | 198 |
|
|
2016
Q1 | $37K | Hold |
832
| – | – | 0.01% | 196 |
|
|
2015
Q4 | $40K | Hold |
832
| – | – | 0.02% | 197 |
|
|
2015
Q3 | $44K | Hold |
832
| – | – | 0.02% | 187 |
|
|
2015
Q2 | $44K | Hold |
832
| – | – | 0.02% | 190 |
|
|
2015
Q1 | $40K | Sell |
832
-967
| -54% | -$46.5K | 0.02% | 188 |
|
|
2014
Q4 | $84K | Hold |
1,799
| – | – | 0.03% | 170 |
|
|
2014
Q3 | $80K | Hold |
1,799
| – | – | 0.03% | 173 |
|
|
2014
Q2 | $83K | Hold |
1,799
| – | – | 0.04% | 170 |
|
|
2014
Q1 | $88K | Hold |
1,799
| – | – | 0.04% | 165 |
|
|
2013
Q4 | $83K | Buy |
1,799
+832
| +86% | +$38.4K | 0.04% | 165 |
|
|
2013
Q3 | $40K | Hold |
967
| – | – | 0.02% | 191 |
|
|
2013
Q2 | $37K | Buy |
+967
| New | +$37K | 0.02% | 202 |
|