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Zeke Capital Advisors’s Wintrust Financial WTFC Stock Holding History

Zeke Capital Advisors’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
Q3 		– Sell
-3,590
Closed -$313K – 753
2018
Q2 		$313K Hold
3,590
– – 0.03% 389
2018
Q1 		$309K Hold
3,590
– – 0.03% 434
2017
Q4 		$296K Buy
+3,590
New +$289K 0.03% 398

Other funds holding WTFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Zeke Capital Advisors's WTFC Position: Q3 2018 in Review

Zeke Capital Advisors sold out of Wintrust Financial (WTFC) in Q3 2018, closing a stake of 3,590 shares — an estimated $313K sold.

Zeke Capital Advisors first reported a position in WTFC in Q4 2017 and held it in 3 quarters. The position peaked at $313K in Q2 2018. 322 funds tracked by Wall St. Rank hold WTFC as of Q3 2018.

  • Zeke Capital Advisors reported no remaining Wintrust Financial position as of Q3 2018 after selling out during the quarter.
  • Zeke Capital Advisors sold 3,590 Wintrust Financial shares in Q3 2018, an estimated $313K.
  • Zeke Capital Advisors first reported a position in Wintrust Financial in Q4 2017 and held it in 3 quarters.
  • Zeke Capital Advisors's Wintrust Financial position peaked at $313K in Q2 2018.
  • 322 funds tracked by Wall St. Rank held Wintrust Financial as of Q3 2018.

Based on Zeke Capital Advisors's 13F filing for Q3 2018, filed 8 Nov 2018.