People's United Financial’s Washington Trust Bancorp WASH Stock Holding History

People's United Financial’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	-4,200	Closed	-$226K	–	740
2019 Q4	$226K	Buy	+4,200	New	+$216K	0.01%	679
2019 Q3	–	Sell	-4,450	Closed	-$232K	–	762
2019 Q2	$232K	Buy	+4,450	New	+$226K	0.01%	702
2019 Q1	–	Sell	-4,450	Closed	-$212K	–	750
2018 Q4	$212K	Hold	4,450	–	–	0.01%	673
2018 Q3	$246K	Hold	4,450	–	–	0.01%	665
2018 Q2	$259K	Hold	4,450	–	–	0.01%	714
2018 Q1	$239K	Sell	4,450 -4,300	-49%	-$233K	0.01%	652
2017 Q4	$466K	Buy	+8,750	New	+$485K	0.01%	531
2017 Q3	–	Sell	-8,750	Closed	-$451K	–	929
2017 Q2	$451K	Buy	8,750 +300	+4%	+$14.9K	0.02%	502
2017 Q1	$417K	Buy	8,450 +250	+3%	+$13.3K	0.01%	498
2016 Q4	$460K	Hold	8,200	–	–	0.02%	462
2016 Q3	$330K	Sell	8,200 -7,300	-47%	-$293K	0.02%	377
2016 Q2	$588K	Buy	15,500 +10,500	+210%	+$392K	0.03%	305
2016 Q1	$187K	Buy	5,000 +1,000	+25%	+$37.4K	0.01%	445
2015 Q4	$158K	Hold	4,000	–	–	0.01%	462
2015 Q3	$154K	Hold	4,000	–	–	0.01%	456
2015 Q2	$158K	Hold	4,000	–	–	0.01%	457
2015 Q1	$153K	Hold	4,000	–	–	0.01%	455
2014 Q4	$161K	Buy	+4,000	New	+$148K	0.01%	454

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

People's United Financial's WASH Position: Q1 2020 in Review

People's United Financial sold out of Washington Trust Bancorp (WASH) in Q1 2020, closing a stake of 4,200 shares — an estimated $226K sold.

People's United Financial first reported a position in WASH in Q4 2014 and held it in 18 quarters. The position peaked at $588K in Q2 2016. 118 funds tracked by Wall St. Rank hold WASH as of Q1 2020.

People's United Financial reported no remaining Washington Trust Bancorp position as of Q1 2020 after selling out during the quarter.
People's United Financial sold 4,200 Washington Trust Bancorp shares in Q1 2020, an estimated $226K.
People's United Financial first reported a position in Washington Trust Bancorp in Q4 2014 and held it in 18 quarters.
People's United Financial's Washington Trust Bancorp position peaked at $588K in Q2 2016.
118 funds tracked by Wall St. Rank held Washington Trust Bancorp as of Q1 2020.

Based on People's United Financial's 13F filing for Q1 2020, filed 12 May 2020.