Lehman Financial Resources’s Washington Trust Bancorp WASH Stock Holding History

Lehman Financial Resources’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 Q3	$221K	Buy	+4,000	New	+$235K	0.1%	90
2015 Q4	–	Sell	-2,000	Closed	-$76K	–	350
2015 Q3	$76K	Hold	2,000	–	–	0.04%	113
2015 Q2	$78K	Hold	2,000	–	–	0.04%	121
2015 Q1	$76K	Sell	2,000 -2,000	-50%	-$75.9K	0.03%	120
2014 Q4	$161K	Sell	4,000 -400	-9%	-$14.8K	0.08%	70
2014 Q3	$145K	Hold	4,400	–	–	0.08%	71
2014 Q2	$162K	Hold	4,400	–	–	0.08%	65
2014 Q1	$165K	Hold	4,400	–	–	0.09%	62
2013 Q4	$164K	Hold	4,400	–	–	0.1%	61
2013 Q3	$138K	Hold	4,400	–	–	0.09%	62
2013 Q2	$125K	Buy	+4,400	New	+$121K	0.08%	61

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

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

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

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

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

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

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

Lehman Financial Resources's WASH Position: Q3 2018 in Review

Lehman Financial Resources opened a new position in Washington Trust Bancorp (WASH) in Q3 2018: 4,000 shares worth $221K. The stake represents 0.1% of the portfolio and ranks #90 among its holdings. This is a return to the name: Lehman Financial Resources previously reported a position in WASH as recently as Q3 2015.

Lehman Financial Resources first reported a position in WASH in Q2 2013 and has held it in 11 quarters since. 135 funds tracked by Wall St. Rank hold WASH as of Q3 2018.

Lehman Financial Resources held 4,000 shares of Washington Trust Bancorp worth $221K as of Q3 2018.
Washington Trust Bancorp was a new Lehman Financial Resources position in Q3 2018.
Washington Trust Bancorp made up 0.1% of Lehman Financial Resources's portfolio in Q3 2018, its #90 holding.
Lehman Financial Resources first reported a position in Washington Trust Bancorp in Q2 2013 and has held it in 11 quarters since.
135 funds tracked by Wall St. Rank held Washington Trust Bancorp as of Q3 2018.

Based on Lehman Financial Resources's 13F filing for Q3 2018, filed 14 Nov 2018.