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Financial Gravity Companies’s Washington Trust Bancorp WASH Stock Holding History

Financial Gravity Companies’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 		$1K Buy
+25
New +$1.28K ﹤0.01% 1252
2018
Q1 		$2K Buy
34
+5
+17% +$271 ﹤0.01% 1012
2017
Q4 		$2K Buy
+29
New +$1.61K ﹤0.01% 991

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

Financial Gravity Companies's WASH Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in Washington Trust Bancorp (WASH) in Q4 2018: 25 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1252 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in WASH as recently as Q1 2018.

Financial Gravity Companies first reported a position in WASH in Q4 2017 and has held it in 3 quarters since. The position peaked at $2K in Q1 2018. 126 funds tracked by Wall St. Rank hold WASH as of Q4 2018.

  • Financial Gravity Companies held 25 shares of Washington Trust Bancorp worth $1K as of Q4 2018.
  • Washington Trust Bancorp was a new Financial Gravity Companies position in Q4 2018.
  • Washington Trust Bancorp made up ﹤0.01% of Financial Gravity Companies's portfolio in Q4 2018, its #1252 holding.
  • Financial Gravity Companies first reported a position in Washington Trust Bancorp in Q4 2017 and has held it in 3 quarters since.
  • Financial Gravity Companies's Washington Trust Bancorp position peaked at $2K in Q1 2018.
  • 126 funds tracked by Wall St. Rank held Washington Trust Bancorp as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.