AIM
WASH icon

Advantage Investment Management’s Washington Trust Bancorp WASH Stock Holding History

Advantage Investment Management’s Portfolio WASH Stock Details WASH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-200
Closed -$8K – 1025
2016
Q3 		$8K Buy
+200
New +$8.03K ﹤0.01% 668

Other funds holding WASH

CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EAM
Edge Asset Management Seattle, Washington $13.2B AUM 19.52% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
WT
Washington Trust Westerly, Rhode Island $2.96B AUM 22.49% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Advantage Investment Management's WASH Position: Q4 2016 in Review

Advantage Investment Management sold out of Washington Trust Bancorp (WASH) in Q4 2016, closing a stake of 200 shares — an estimated $8K sold.

Advantage Investment Management first reported a position in WASH in Q3 2016 and held it in 1 quarter. The position peaked at $8K in Q3 2016. 123 funds tracked by Wall St. Rank hold WASH as of Q4 2016.

  • Advantage Investment Management reported no remaining Washington Trust Bancorp position as of Q4 2016 after selling out during the quarter.
  • Advantage Investment Management sold 200 Washington Trust Bancorp shares in Q4 2016, an estimated $8K.
  • Advantage Investment Management first reported a position in Washington Trust Bancorp in Q3 2016 and held it in 1 quarter.
  • Advantage Investment Management's Washington Trust Bancorp position peaked at $8K in Q3 2016.
  • 123 funds tracked by Wall St. Rank held Washington Trust Bancorp as of Q4 2016.

Based on Advantage Investment Management's 13F filing for Q4 2016, filed 17 Feb 2017.