Xact Kapitalforvaltning’s Wintrust Financial WTFC Stock Holding History

Xact Kapitalforvaltning’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
2020 Q1	$448K	Hold	13,623	–	–	0.01%	816
2019 Q4	$966K	Hold	13,623	–	–	0.02%	634
2019 Q3	$880K	Hold	13,623	–	–	0.02%	631
2019 Q2	$997K	Hold	13,623	–	–	0.02%	580
2019 Q1	$917K	Buy	13,623 +5,200	+62%	+$372K	0.02%	609
2018 Q4	$560K	Hold	8,423	–	–	0.01%	804
2018 Q3	$715K	Hold	8,423	–	–	0.02%	737
2018 Q2	$733K	Buy	8,423 +1,700	+25%	+$156K	0.02%	714
2018 Q1	$579K	Buy	6,723 +1,800	+37%	+$155K	0.01%	751
2017 Q4	$406K	Buy	+4,923	New	+$396K	0.01%	764

Other funds holding WTFC

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Xact Kapitalforvaltning's WTFC Position: Q1 2020 in Review

Xact Kapitalforvaltning held its Wintrust Financial (WTFC) position steady in Q1 2020 at 13,623 shares worth $448K. The position accounts for 0.01% of the portfolio, ranked #816.

Xact Kapitalforvaltning first reported a position in WTFC in Q4 2017 and has held it in 10 quarters since. The position peaked at $997K in Q2 2019. 256 funds tracked by Wall St. Rank hold WTFC as of Q1 2020.

Xact Kapitalforvaltning held 13,623 shares of Wintrust Financial worth $448K as of Q1 2020.
Xact Kapitalforvaltning left its Wintrust Financial share count unchanged in Q1 2020.
Wintrust Financial made up 0.01% of Xact Kapitalforvaltning's portfolio in Q1 2020, its #816 holding.
Xact Kapitalforvaltning first reported a position in Wintrust Financial in Q4 2017 and has held it in 10 quarters since.
Xact Kapitalforvaltning's Wintrust Financial position peaked at $997K in Q2 2019.
256 funds tracked by Wall St. Rank held Wintrust Financial as of Q1 2020.

Based on Xact Kapitalforvaltning's 13F filing for Q1 2020, filed 14 May 2020.