Jacobs Levy Equity Management
WASH icon

Jacobs Levy Equity Management’s Washington Trust Bancorp WASH Stock Holding History

Jacobs Levy Equity 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
2013
Q4 		– Sell
-6,765
Closed -$213K – 1044
2013
Q3 		$213K Buy
+6,765
New +$211K ﹤0.01% 847

Other funds holding WASH

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WT
Washington Trust Westerly, Rhode Island $2.96B AUM 22.49% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
EAM
Edge Asset Management Seattle, Washington $13.2B AUM 19.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Jacobs Levy Equity Management's WASH Position: Q4 2013 in Review

Jacobs Levy Equity Management sold out of Washington Trust Bancorp (WASH) in Q4 2013, closing a stake of 6,765 shares — an estimated $213K sold.

Jacobs Levy Equity Management first reported a position in WASH in Q3 2013 and held it in 1 quarter. The position peaked at $213K in Q3 2013. 98 funds tracked by Wall St. Rank hold WASH as of Q4 2013.

  • Jacobs Levy Equity Management reported no remaining Washington Trust Bancorp position as of Q4 2013 after selling out during the quarter.
  • Jacobs Levy Equity Management sold 6,765 Washington Trust Bancorp shares in Q4 2013, an estimated $213K.
  • Jacobs Levy Equity Management first reported a position in Washington Trust Bancorp in Q3 2013 and held it in 1 quarter.
  • Jacobs Levy Equity Management's Washington Trust Bancorp position peaked at $213K in Q3 2013.
  • 98 funds tracked by Wall St. Rank held Washington Trust Bancorp as of Q4 2013.

Based on Jacobs Levy Equity Management's 13F filing for Q4 2013, filed 14 Feb 2014.