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Advisor Group’s Washington Trust Bancorp WASH Stock Holding History

Advisor Group’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
2019
Q4 		$412K Sell
7,672
-52
-0.7% -$2.67K ﹤0.01% 1810
2019
Q3 		$373K Sell
7,724
-16
-0.2% -$782 ﹤0.01% 1825
2019
Q2 		$403K Buy
7,740
+6,372
+466% +$324K ﹤0.01% 1766
2019
Q1 		$66K Buy
1,368
+359
+36% +$18.4K ﹤0.01% 3185
2018
Q4 		$49K Buy
1,009
+134
+15% +$6.89K ﹤0.01% 3198
2018
Q3 		$49K Buy
875
+90
+11% +$5.29K ﹤0.01% 3309
2018
Q2 		$46K Buy
785
+2
+0.3% +$116 ﹤0.01% 3164
2018
Q1 		$42K Sell
783
-34
-4% -$1.84K ﹤0.01% 3206
2017
Q4 		$44K Buy
817
+217
+36% +$12K ﹤0.01% 3169
2017
Q3 		$34K Sell
600
-4
-0.7% -$208 ﹤0.01% 3224
2017
Q2 		$31K Sell
604
-180
-23% -$8.96K ﹤0.01% 3180
2017
Q1 		$39K Sell
784
-90
-10% -$4.8K ﹤0.01% 2915
2016
Q4 		$49K Buy
874
+600
+219% +$29.4K ﹤0.01% 2632
2016
Q3 		$11K Hold
274
– – ﹤0.01% 3525
2016
Q2 		$10K Buy
+274
New +$10.2K ﹤0.01% 3489

Other funds holding WASH

Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
WT
Washington Trust Westerly, Rhode Island $2.96B AUM 22.49% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Advisor Group's WASH Position: Q4 2019 in Review

Advisor Group reduced its Washington Trust Bancorp (WASH) stake by 0.67% in Q4 2019, selling an estimated $2.67K and leaving 7,672 shares worth $412K. The position accounts for ﹤0.01% of the portfolio, ranked #1810.

Advisor Group first reported a position in WASH in Q2 2016 and has held it in 15 quarters since. 125 funds tracked by Wall St. Rank hold WASH as of Q4 2019.

  • Advisor Group held 7,672 shares of Washington Trust Bancorp worth $412K as of Q4 2019.
  • Advisor Group sold 52 Washington Trust Bancorp shares in Q4 2019, an estimated $2.67K.
  • Washington Trust Bancorp made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #1810 holding.
  • Advisor Group first reported a position in Washington Trust Bancorp in Q2 2016 and has held it in 15 quarters since.
  • 125 funds tracked by Wall St. Rank held Washington Trust Bancorp as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.