First Personal Financial Services’s Washington Trust Bancorp WASH Stock Holding History

First Personal Financial Services’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 Q3	–	Sell	-112	Closed	-$6K	–	754
2019 Q2	$6K	Hold	112	–	–	﹤0.01%	578
2019 Q1	$5K	Hold	112	–	–	﹤0.01%	598
2018 Q4	$5K	Hold	112	–	–	﹤0.01%	566
2018 Q3	$6K	Buy	112 +17	+18%	+$999	﹤0.01%	578
2018 Q2	$6K	Hold	95	–	–	﹤0.01%	563
2018 Q1	$5K	Hold	95	–	–	﹤0.01%	922
2017 Q4	$5K	Buy	+95	New	+$5.27K	﹤0.01%	904

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

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

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

First Personal Financial Services's WASH Position: Q3 2019 in Review

First Personal Financial Services sold out of Washington Trust Bancorp (WASH) in Q3 2019, closing a stake of 112 shares — an estimated $6K sold.

First Personal Financial Services first reported a position in WASH in Q4 2017 and held it in 7 quarters. The position peaked at $6K in Q2 2019. 122 funds tracked by Wall St. Rank hold WASH as of Q3 2019.

First Personal Financial Services reported no remaining Washington Trust Bancorp position as of Q3 2019 after selling out during the quarter.
First Personal Financial Services sold 112 Washington Trust Bancorp shares in Q3 2019, an estimated $6K.
First Personal Financial Services first reported a position in Washington Trust Bancorp in Q4 2017 and held it in 7 quarters.
First Personal Financial Services's Washington Trust Bancorp position peaked at $6K in Q2 2019.
122 funds tracked by Wall St. Rank held Washington Trust Bancorp as of Q3 2019.

Based on First Personal Financial Services's 13F filing for Q3 2019, filed 15 Oct 2019.