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Wilbanks Smith & Thomas Asset Management’s Wintrust Financial WTFC Stock Holding History

Wilbanks Smith & Thomas Asset Management’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
Q4 		– Sell
-78
Closed -$7K – 1316
2018
Q3 		$7K Buy
+78
New +$6.94K ﹤0.01% 1148

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Wilbanks Smith & Thomas Asset Management's WTFC Position: Q4 2018 in Review

Wilbanks Smith & Thomas Asset Management sold out of Wintrust Financial (WTFC) in Q4 2018, closing a stake of 78 shares — an estimated $7K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in WTFC in Q3 2018 and held it in 1 quarter. The position peaked at $7K in Q3 2018. 323 funds tracked by Wall St. Rank hold WTFC as of Q4 2018.

  • Wilbanks Smith & Thomas Asset Management reported no remaining Wintrust Financial position as of Q4 2018 after selling out during the quarter.
  • Wilbanks Smith & Thomas Asset Management sold 78 Wintrust Financial shares in Q4 2018, an estimated $7K.
  • Wilbanks Smith & Thomas Asset Management first reported a position in Wintrust Financial in Q3 2018 and held it in 1 quarter.
  • Wilbanks Smith & Thomas Asset Management's Wintrust Financial position peaked at $7K in Q3 2018.
  • 323 funds tracked by Wall St. Rank held Wintrust Financial as of Q4 2018.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q4 2018, filed 8 Feb 2019.