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Northwest & Ethical Investments’s Washington Trust Bancorp WASH Stock Holding History

Northwest & Ethical Investments’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
2016
Q4 		– Sell
-17,016
Closed -$684K – 402
2016
Q3 		$684K Sell
17,016
-277
-2% -$11.1K 0.05% 267
2016
Q2 		$656K Sell
17,293
-744
-4% -$27.7K 0.05% 183
2016
Q1 		$673K Buy
18,037
+11,579
+179% +$433K 0.05% 175
2015
Q4 		$255K Sell
6,458
-124
-2% -$4.9K 0.02% 193
2015
Q3 		$253K Buy
6,582
+2,399
+57% +$94.1K 0.02% 194
2015
Q2 		$165K Buy
+4,183
New +$159K 0.01% 211

Other funds holding WASH

CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EAM
Edge Asset Management Seattle, Washington $13.2B AUM 19.52% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Northwest & Ethical Investments's WASH Position: Q4 2016 in Review

Northwest & Ethical Investments sold out of Washington Trust Bancorp (WASH) in Q4 2016, closing a stake of 17,016 shares — an estimated $684K sold.

Northwest & Ethical Investments first reported a position in WASH in Q2 2015 and held it in 6 quarters. The position peaked at $684K in Q3 2016. 123 funds tracked by Wall St. Rank hold WASH as of Q4 2016.

  • Northwest & Ethical Investments reported no remaining Washington Trust Bancorp position as of Q4 2016 after selling out during the quarter.
  • Northwest & Ethical Investments sold 17,016 Washington Trust Bancorp shares in Q4 2016, an estimated $684K.
  • Northwest & Ethical Investments first reported a position in Washington Trust Bancorp in Q2 2015 and held it in 6 quarters.
  • Northwest & Ethical Investments's Washington Trust Bancorp position peaked at $684K in Q3 2016.
  • 123 funds tracked by Wall St. Rank held Washington Trust Bancorp as of Q4 2016.

Based on Northwest & Ethical Investments's 13F filing for Q4 2016, filed 8 Jul 2025.