Affinity Investment Advisors’s Washington Trust Bancorp WASH Stock Holding History

Affinity Investment Advisors’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 Q1	–	Sell	-7,775	Closed	-$370K	–	149
2018 Q4	$370K	Sell	7,775 -490	-6%	-$25.2K	0.06%	98
2018 Q3	$457K	Buy	8,265 +1,962	+31%	+$115K	0.06%	112
2018 Q2	$366K	Hold	6,303	–	–	0.05%	143
2018 Q1	$339K	Buy	6,303 +1,967	+45%	+$107K	0.04%	148
2017 Q4	$231K	Buy	4,336 +51	+1%	+$2.83K	0.03%	167
2017 Q3	$245K	Hold	4,285	–	–	0.03%	155
2017 Q2	$221K	Hold	4,285	–	–	0.03%	156
2017 Q1	$211K	Buy	+4,285	New	+$229K	0.02%	179

Other funds holding WASH

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Washington Trust Westerly, Rhode Island $2.96B AUM 22.49% 1-Year Est. Return

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

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

Affinity Investment Advisors's WASH Position: Q1 2019 in Review

Affinity Investment Advisors sold out of Washington Trust Bancorp (WASH) in Q1 2019, closing a stake of 7,775 shares — an estimated $370K sold.

Affinity Investment Advisors first reported a position in WASH in Q1 2017 and held it in 8 quarters. The position peaked at $457K in Q3 2018. 121 funds tracked by Wall St. Rank hold WASH as of Q1 2019.

Affinity Investment Advisors reported no remaining Washington Trust Bancorp position as of Q1 2019 after selling out during the quarter.
Affinity Investment Advisors sold 7,775 Washington Trust Bancorp shares in Q1 2019, an estimated $370K.
Affinity Investment Advisors first reported a position in Washington Trust Bancorp in Q1 2017 and held it in 8 quarters.
Affinity Investment Advisors's Washington Trust Bancorp position peaked at $457K in Q3 2018.
121 funds tracked by Wall St. Rank held Washington Trust Bancorp as of Q1 2019.

Based on Affinity Investment Advisors's 13F filing for Q1 2019, filed 7 May 2019.