YorkBridge Wealth Partners’s Wintrust Financial WTFC Stock Holding History

YorkBridge Wealth Partners’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 Q3	–	Sell	-140	Closed	-$10K	–	652
2019 Q2	$10K	Sell	140 -42	-23%	-$3.07K	﹤0.01%	564
2019 Q1	$12K	Sell	182 -165	-48%	-$11.8K	0.01%	562
2018 Q4	$23K	Buy	+347	New	+$26.4K	0.01%	433
2018 Q3	–	Sell	-44	Closed	-$4K	–	848
2018 Q2	$4K	Hold	44	–	–	﹤0.01%	713
2018 Q1	$4K	Hold	44	–	–	﹤0.01%	706
2017 Q4	$4K	Buy	44 +4	+10%	+$322	﹤0.01%	738
2017 Q3	$3K	Hold	40	–	–	﹤0.01%	757
2017 Q2	$3K	Hold	40	–	–	﹤0.01%	753
2017 Q1	$3K	Hold	40	–	–	﹤0.01%	740
2016 Q4	$3K	Buy	+40	New	+$2.48K	﹤0.01%	731

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

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

YorkBridge Wealth Partners's WTFC Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of Wintrust Financial (WTFC) in Q3 2019, closing a stake of 140 shares — an estimated $10K sold.

YorkBridge Wealth Partners first reported a position in WTFC in Q4 2016 and held it in 10 quarters. The position peaked at $23K in Q4 2018. 297 funds tracked by Wall St. Rank hold WTFC as of Q3 2019.

YorkBridge Wealth Partners reported no remaining Wintrust Financial position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 140 Wintrust Financial shares in Q3 2019, an estimated $10K.
YorkBridge Wealth Partners first reported a position in Wintrust Financial in Q4 2016 and held it in 10 quarters.
YorkBridge Wealth Partners's Wintrust Financial position peaked at $23K in Q4 2018.
297 funds tracked by Wall St. Rank held Wintrust Financial as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.