Freedom Investment Management’s Washington Trust Bancorp WASH Stock Holding History

Freedom Investment 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 Q1	–	Sell	-4,560	Closed	-$217K	–	791
2018 Q4	$217K	Sell	4,560 -384	-8%	-$19.7K	0.02%	681
2018 Q3	$295K	Buy	4,944 +77	+2%	+$4.52K	0.02%	712
2018 Q2	$283K	Sell	4,867 -687	-12%	-$40K	0.02%	776
2018 Q1	$299K	Buy	5,554 +1,572	+39%	+$85.2K	0.02%	881
2017 Q4	$212K	Buy	3,982 +254	+7%	+$14.1K	0.01%	1025
2017 Q3	$213K	Buy	+3,728	New	+$194K	0.01%	998
2017 Q2	–	Sell	-4,479	Closed	-$221K	–	1130
2017 Q1	$221K	Buy	+4,479	New	+$239K	0.01%	922

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

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

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

Freedom Investment Management's WASH Position: Q1 2019 in Review

Freedom Investment Management sold out of Washington Trust Bancorp (WASH) in Q1 2019, closing a stake of 4,560 shares — an estimated $217K sold.

Freedom Investment Management first reported a position in WASH in Q1 2017 and held it in 7 quarters. The position peaked at $299K in Q1 2018. 121 funds tracked by Wall St. Rank hold WASH as of Q1 2019.

Freedom Investment Management reported no remaining Washington Trust Bancorp position as of Q1 2019 after selling out during the quarter.
Freedom Investment Management sold 4,560 Washington Trust Bancorp shares in Q1 2019, an estimated $217K.
Freedom Investment Management first reported a position in Washington Trust Bancorp in Q1 2017 and held it in 7 quarters.
Freedom Investment Management's Washington Trust Bancorp position peaked at $299K in Q1 2018.
121 funds tracked by Wall St. Rank held Washington Trust Bancorp as of Q1 2019.

Based on Freedom Investment Management's 13F filing for Q1 2019, filed 18 Apr 2019.