Martingale Asset Management’s Washington Trust Bancorp WASH Stock Holding History

Martingale Asset 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
2020 Q1	–	Sell	-5,300	Closed	-$286K	–	1034
2019 Q4	$286K	Sell	5,300 -2,300	-30%	-$118K	﹤0.01%	924
2019 Q3	$368K	Buy	+7,600	New	+$372K	﹤0.01%	919
2014 Q3	–	Sell	-11,005	Closed	-$405K	–	905
2014 Q2	$405K	Buy	11,005 +2,150	+24%	+$76K	0.01%	733
2014 Q1	$332K	Sell	8,855 -1,950	-18%	-$68.7K	0.01%	764
2013 Q4	$403K	Buy	10,805 +1,451	+16%	+$49.7K	0.01%	828
2013 Q3	$294K	Buy	9,354 +1,402	+18%	+$43.8K	0.01%	885
2013 Q2	$227K	Buy	+7,952	New	+$219K	0.01%	912

Other funds holding WASH

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

CIP

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Martingale Asset Management's WASH Position: Q1 2020 in Review

Martingale Asset Management sold out of Washington Trust Bancorp (WASH) in Q1 2020, closing a stake of 5,300 shares — an estimated $286K sold.

Martingale Asset Management first reported a position in WASH in Q2 2013 and held it in 7 quarters. The position peaked at $405K in Q2 2014. 118 funds tracked by Wall St. Rank hold WASH as of Q1 2020.

Martingale Asset Management reported no remaining Washington Trust Bancorp position as of Q1 2020 after selling out during the quarter.
Martingale Asset Management sold 5,300 Washington Trust Bancorp shares in Q1 2020, an estimated $286K.
Martingale Asset Management first reported a position in Washington Trust Bancorp in Q2 2013 and held it in 7 quarters.
Martingale Asset Management's Washington Trust Bancorp position peaked at $405K in Q2 2014.
118 funds tracked by Wall St. Rank held Washington Trust Bancorp as of Q1 2020.

Based on Martingale Asset Management's 13F filing for Q1 2020, filed 11 May 2020.