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Appleton Group’s Washington Trust Bancorp WASH Stock Holding History

Appleton 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
2018
Q4 		– Sell
-13,844
Closed -$766K – 24
2018
Q3 		$766K Buy
+13,844
New +$813K 0.81% 18

Other funds holding WASH

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
WT
Washington Trust Westerly, Rhode Island $2.96B AUM 22.49% 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
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Appleton Group's WASH Position: Q4 2018 in Review

Appleton Group sold out of Washington Trust Bancorp (WASH) in Q4 2018, closing a stake of 13,844 shares — an estimated $766K sold.

Appleton Group first reported a position in WASH in Q3 2018 and held it in 1 quarter. The position peaked at $766K in Q3 2018. 126 funds tracked by Wall St. Rank hold WASH as of Q4 2018.

  • Appleton Group reported no remaining Washington Trust Bancorp position as of Q4 2018 after selling out during the quarter.
  • Appleton Group sold 13,844 Washington Trust Bancorp shares in Q4 2018, an estimated $766K.
  • Appleton Group first reported a position in Washington Trust Bancorp in Q3 2018 and held it in 1 quarter.
  • Appleton Group's Washington Trust Bancorp position peaked at $766K in Q3 2018.
  • 126 funds tracked by Wall St. Rank held Washington Trust Bancorp as of Q4 2018.

Based on Appleton Group's 13F filing for Q4 2018.