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Anchor Capital Advisors’s Washington Trust Bancorp WASH Stock Holding History

Anchor Capital 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
2014
Q4 		– Sell
-6,500
Closed -$214K – 332
2014
Q3 		$214K Sell
6,500
-500
-7% -$17.4K ﹤0.01% 313
2014
Q2 		$257K Sell
7,000
-3,000
-30% -$106K 0.01% 297
2014
Q1 		$375K Hold
10,000
– – 0.01% 258
2013
Q4 		$372K Buy
10,000
+2,000
+25% +$68.6K 0.01% 257
2013
Q3 		$251K Buy
+8,000
New +$250K 0.01% 285

Other funds holding WASH

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
WT
Washington Trust Westerly, Rhode Island $2.96B AUM 22.49% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Anchor Capital Advisors's WASH Position: Q4 2014 in Review

Anchor Capital Advisors sold out of Washington Trust Bancorp (WASH) in Q4 2014, closing a stake of 6,500 shares — an estimated $214K sold.

Anchor Capital Advisors first reported a position in WASH in Q3 2013 and held it in 5 quarters. The position peaked at $375K in Q1 2014. 92 funds tracked by Wall St. Rank hold WASH as of Q4 2014.

  • Anchor Capital Advisors reported no remaining Washington Trust Bancorp position as of Q4 2014 after selling out during the quarter.
  • Anchor Capital Advisors sold 6,500 Washington Trust Bancorp shares in Q4 2014, an estimated $214K.
  • Anchor Capital Advisors first reported a position in Washington Trust Bancorp in Q3 2013 and held it in 5 quarters.
  • Anchor Capital Advisors's Washington Trust Bancorp position peaked at $375K in Q1 2014.
  • 92 funds tracked by Wall St. Rank held Washington Trust Bancorp as of Q4 2014.

Based on Anchor Capital Advisors's 13F filing for Q4 2014, filed 12 Feb 2015.