Evercore Wealth Management’s Washington Trust Bancorp WASH Stock Holding History

Evercore Wealth 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 Q2	–	Sell	-12,853	Closed	-$470K	–	383
2020 Q1	$470K	Hold	12,853	–	–	0.02%	251
2019 Q4	$691K	Hold	12,853	–	–	0.02%	245
2019 Q3	$621K	Hold	12,853	–	–	0.02%	253
2019 Q2	$671K	Hold	12,853	–	–	0.02%	246
2019 Q1	$619K	Hold	12,853	–	–	0.02%	247
2018 Q4	$611K	Hold	12,853	–	–	0.02%	233
2018 Q3	$711K	Hold	12,853	–	–	0.02%	239
2018 Q2	$747K	Buy	+12,853	New	+$748K	0.03%	227
2017 Q4	–	Sell	-12,853	Closed	-$736K	–	932
2017 Q3	$736K	Hold	12,853	–	–	0.03%	210
2017 Q2	$663K	Hold	12,853	–	–	0.03%	223
2017 Q1	$634K	Hold	12,853	–	–	0.02%	233
2016 Q4	$720K	Sell	12,853 -515	-4%	-$25.2K	0.03%	217
2016 Q3	$538K	Hold	13,368	–	–	0.02%	241
2016 Q2	$507K	Hold	13,368	–	–	0.02%	240
2016 Q1	$499K	Buy	13,368 +3,368	+34%	+$126K	0.02%	240
2015 Q4	$395K	Hold	10,000	–	–	0.02%	275
2015 Q3	$385K	Hold	10,000	–	–	0.02%	290
2015 Q2	$395K	Hold	10,000	–	–	0.02%	303
2015 Q1	$382K	Hold	10,000	–	–	0.02%	314
2014 Q4	$402K	Hold	10,000	–	–	0.02%	274
2014 Q3	$330K	Buy	+10,000	New	+$348K	0.02%	319

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

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Evercore Wealth Management's WASH Position: Q2 2020 in Review

Evercore Wealth Management sold out of Washington Trust Bancorp (WASH) in Q2 2020, closing a stake of 12,853 shares — an estimated $470K sold.

Evercore Wealth Management first reported a position in WASH in Q3 2014 and held it in 21 quarters. The position peaked at $747K in Q2 2018. 126 funds tracked by Wall St. Rank hold WASH as of Q2 2020.

Evercore Wealth Management reported no remaining Washington Trust Bancorp position as of Q2 2020 after selling out during the quarter.
Evercore Wealth Management sold 12,853 Washington Trust Bancorp shares in Q2 2020, an estimated $470K.
Evercore Wealth Management first reported a position in Washington Trust Bancorp in Q3 2014 and held it in 21 quarters.
Evercore Wealth Management's Washington Trust Bancorp position peaked at $747K in Q2 2018.
126 funds tracked by Wall St. Rank held Washington Trust Bancorp as of Q2 2020.

Based on Evercore Wealth Management's 13F filing for Q2 2020, filed 13 Aug 2020.