Ellevest Inc’s Washington Trust Bancorp WASH Stock Holding History

Ellevest Inc’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 Q3	–	Sell	-7	Closed	–	–	1340
2020 Q2	$0	Hold	7	–	–	﹤0.01%	1357
2020 Q1	$0	Hold	7	–	–	﹤0.01%	1316
2019 Q4	$0	Buy	+7	New	+$360	﹤0.01%	1067

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

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

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

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

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

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

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

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

Ellevest Inc's WASH Position: Q3 2020 in Review

Ellevest Inc sold out of Washington Trust Bancorp (WASH) in Q3 2020, closing a stake of 7 shares.

Ellevest Inc first reported a position in WASH in Q4 2019 and held it in 3 quarters. The position peaked at $0 in Q2 2020. 121 funds tracked by Wall St. Rank hold WASH as of Q3 2020.

Ellevest Inc reported no remaining Washington Trust Bancorp position as of Q3 2020 after selling out during the quarter.
Ellevest Inc sold 7 Washington Trust Bancorp shares in Q3 2020.
Ellevest Inc first reported a position in Washington Trust Bancorp in Q4 2019 and held it in 3 quarters.
Ellevest Inc's Washington Trust Bancorp position peaked at $0 in Q2 2020.
121 funds tracked by Wall St. Rank held Washington Trust Bancorp as of Q3 2020.

Based on Ellevest Inc's 13F filing for Q3 2020, filed 26 Oct 2020.