WEC
WTFC icon

Winslow Evans & Crocker’s Wintrust Financial WTFC Stock Holding History

Winslow Evans & Crocker’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
-24
Closed -$2K – 1352
2019
Q1 		$2K Buy
+24
New +$1.72K ﹤0.01% 1269

Other funds holding WTFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Winslow Evans & Crocker's WTFC Position: Q2 2019 in Review

Winslow Evans & Crocker sold out of Wintrust Financial (WTFC) in Q2 2019, closing a stake of 24 shares — an estimated $2K sold.

Winslow Evans & Crocker first reported a position in WTFC in Q1 2019 and held it in 1 quarter. The position peaked at $2K in Q1 2019. 323 funds tracked by Wall St. Rank hold WTFC as of Q2 2019.

  • Winslow Evans & Crocker reported no remaining Wintrust Financial position as of Q2 2019 after selling out during the quarter.
  • Winslow Evans & Crocker sold 24 Wintrust Financial shares in Q2 2019, an estimated $2K.
  • Winslow Evans & Crocker first reported a position in Wintrust Financial in Q1 2019 and held it in 1 quarter.
  • Winslow Evans & Crocker's Wintrust Financial position peaked at $2K in Q1 2019.
  • 323 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2019.

Based on Winslow Evans & Crocker's 13F filing for Q2 2019, filed 19 Jul 2019.