Mount Yale Investment Advisors
WASH icon

Mount Yale Investment Advisors’s Washington Trust Bancorp WASH Stock Holding History

Mount Yale Investment Advisors’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
Q4 		– Sell
-2,487
Closed -$130K – 782
2018
Q3 		$130K Buy
2,487
+179
+8% +$10.5K 0.02% 364
2018
Q2 		$134K Sell
2,308
-42
-2% -$2.44K 0.03% 377
2018
Q1 		$126K Buy
+2,350
New +$127K 0.03% 389

Other funds holding WASH

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Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Washington Trust
Washington Trust Westerly, Rhode Island $3.22B AUM 29% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Mount Yale Investment Advisors's WASH Position: Q4 2018 in Review

Mount Yale Investment Advisors sold out of Washington Trust Bancorp (WASH) in Q4 2018, closing a stake of 2,487 shares — an estimated $130K sold.

Mount Yale Investment Advisors first reported a position in WASH in Q1 2018 and held it in 3 quarters. The position peaked at $134K in Q2 2018. 126 funds tracked by Wall St. Rank hold WASH as of Q4 2018.

  • Mount Yale Investment Advisors reported no remaining Washington Trust Bancorp position as of Q4 2018 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 2,487 Washington Trust Bancorp shares in Q4 2018, an estimated $130K.
  • Mount Yale Investment Advisors first reported a position in Washington Trust Bancorp in Q1 2018 and held it in 3 quarters.
  • Mount Yale Investment Advisors's Washington Trust Bancorp position peaked at $134K in Q2 2018.
  • 126 funds tracked by Wall St. Rank held Washington Trust Bancorp as of Q4 2018.

Based on Mount Yale Investment Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.