CAM
WASH icon

Columbia Asset Management’s Washington Trust Bancorp WASH Stock Holding History

Columbia Asset 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
2020
Q1 		– Sell
-4,000
Closed -$2.15K – 172
2019
Q4 		$2.15K Buy
+4,000
New +$206K 0.05% 166
2019
Q3 		– Sell
-4,000
Closed -$209K – 175
2019
Q2 		$209K Sell
4,000
-1,500
-27% -$76.2K 0.06% 163
2019
Q1 		$265K Hold
5,500
– – 0.07% 150
2018
Q4 		$261K Sell
5,500
-2,195
-29% -$113K 0.08% 138
2018
Q3 		$426K Buy
+7,695
New +$452K 0.11% 124

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Columbia Asset Management's WASH Position: Q1 2020 in Review

Columbia Asset Management sold out of Washington Trust Bancorp (WASH) in Q1 2020, closing a stake of 4,000 shares — an estimated $2.15K sold.

Columbia Asset Management first reported a position in WASH in Q3 2018 and held it in 5 quarters. The position peaked at $426K in Q3 2018. 118 funds tracked by Wall St. Rank hold WASH as of Q1 2020.

  • Columbia Asset Management reported no remaining Washington Trust Bancorp position as of Q1 2020 after selling out during the quarter.
  • Columbia Asset Management sold 4,000 Washington Trust Bancorp shares in Q1 2020, an estimated $2.15K.
  • Columbia Asset Management first reported a position in Washington Trust Bancorp in Q3 2018 and held it in 5 quarters.
  • Columbia Asset Management's Washington Trust Bancorp position peaked at $426K in Q3 2018.
  • 118 funds tracked by Wall St. Rank held Washington Trust Bancorp as of Q1 2020.

Based on Columbia Asset Management's 13F filing for Q1 2020, filed 14 May 2020.