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Prime Capital Investment Advisors’s Washington Trust Bancorp WASH Stock Holding History

Prime Capital 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
2019
Q4 		– Sell
-172
Closed -$8K – 653
2019
Q3 		$8K Buy
+172
New +$8.41K ﹤0.01% 558

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Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
CIP
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WT
Washington Trust Westerly, Rhode Island $2.96B AUM 22.49% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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 $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Prime Capital Investment Advisors's WASH Position: Q4 2019 in Review

Prime Capital Investment Advisors sold out of Washington Trust Bancorp (WASH) in Q4 2019, closing a stake of 172 shares — an estimated $8K sold.

Prime Capital Investment Advisors first reported a position in WASH in Q3 2019 and held it in 1 quarter. The position peaked at $8K in Q3 2019. 125 funds tracked by Wall St. Rank hold WASH as of Q4 2019.

  • Prime Capital Investment Advisors reported no remaining Washington Trust Bancorp position as of Q4 2019 after selling out during the quarter.
  • Prime Capital Investment Advisors sold 172 Washington Trust Bancorp shares in Q4 2019, an estimated $8K.
  • Prime Capital Investment Advisors first reported a position in Washington Trust Bancorp in Q3 2019 and held it in 1 quarter.
  • Prime Capital Investment Advisors's Washington Trust Bancorp position peaked at $8K in Q3 2019.
  • 125 funds tracked by Wall St. Rank held Washington Trust Bancorp as of Q4 2019.

Based on Prime Capital Investment Advisors's 13F filing for Q4 2019, filed 4 Feb 2020.