Financial Gravity Asset Management’s Washington Trust Bancorp WASH Stock Holding History

Financial Gravity 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
2019 Q4	$54K	Buy	7 +1	+17%	+$51	0.04%	608
2019 Q3	$0	Buy	6 +1	+20%	+$49	﹤0.01%	1575
2019 Q2	$0	Buy	5 +1	+25%	+$51	﹤0.01%	1691
2019 Q1	$0	Buy	+4	New	+$205	﹤0.01%	1561
2018 Q3	$2K	Buy	44 +13	+42%	+$764	﹤0.01%	1012
2018 Q2	$2K	Sell	31 -3	-9%	-$175	﹤0.01%	1038
2018 Q1	$2K	Buy	+34	New	+$1.84K	﹤0.01%	1012

Other funds holding WASH

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Washington Trust Westerly, Rhode Island $3.22B AUM 29% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Financial Gravity Asset Management's WASH Position: Q4 2019 in Review

Financial Gravity Asset Management increased its Washington Trust Bancorp (WASH) stake by 17% in Q4 2019, buying an estimated $51 and bringing the position to 7 shares worth $54K. The position accounts for 0.04% of the portfolio, ranked #608.

Financial Gravity Asset Management first reported a position in WASH in Q1 2018 and has held it in 7 quarters since. 125 funds tracked by Wall St. Rank hold WASH as of Q4 2019.

Financial Gravity Asset Management held 7 shares of Washington Trust Bancorp worth $54K as of Q4 2019.
Financial Gravity Asset Management bought 1 Washington Trust Bancorp share in Q4 2019, an estimated $51.
Washington Trust Bancorp made up 0.04% of Financial Gravity Asset Management's portfolio in Q4 2019, its #608 holding.
Financial Gravity Asset Management first reported a position in Washington Trust Bancorp in Q1 2018 and has held it in 7 quarters since.
125 funds tracked by Wall St. Rank held Washington Trust Bancorp as of Q4 2019.

Based on Financial Gravity Asset Management's 13F filing for Q4 2019, filed 28 Feb 2020.