Private Capital Group’s Washington Trust Bancorp WASH Stock Holding History

Private Capital Group’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	-15,481	Closed	-$756K	–	2202
2019 Q3	$756K	Sell	15,481 -1,476	-9%	-$72.2K	0.13%	106
2019 Q2	$992K	Buy	16,957 +500	+3%	+$25.4K	0.23%	77
2019 Q1	$800K	Sell	16,457 -500	-3%	-$25.7K	0.15%	101
2018 Q4	$814K	Hold	16,957	–	–	0.18%	98
2018 Q3	$945K	Hold	16,957	–	–	0.19%	90
2018 Q2	$992K	Sell	16,957 -672	-4%	-$39.1K	0.21%	81
2018 Q1	$955K	Sell	17,629 -3,175	-15%	-$172K	0.21%	85
2017 Q4	$1.12K	Buy	+20,804	New	+$1.15M	0.26%	74

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Private Capital Group's WASH Position: Q4 2019 in Review

Private Capital Group sold out of Washington Trust Bancorp (WASH) in Q4 2019, closing a stake of 15,481 shares — an estimated $756K sold.

Private Capital Group first reported a position in WASH in Q4 2017 and held it in 8 quarters. The position peaked at $992K in Q2 2019. 125 funds tracked by Wall St. Rank hold WASH as of Q4 2019.

Private Capital Group reported no remaining Washington Trust Bancorp position as of Q4 2019 after selling out during the quarter.
Private Capital Group sold 15,481 Washington Trust Bancorp shares in Q4 2019, an estimated $756K.
Private Capital Group first reported a position in Washington Trust Bancorp in Q4 2017 and held it in 8 quarters.
Private Capital Group's Washington Trust Bancorp position peaked at $992K in Q2 2019.
125 funds tracked by Wall St. Rank held Washington Trust Bancorp as of Q4 2019.

Based on Private Capital Group's 13F filing for Q4 2019, filed 14 Feb 2020.