RFA
WASH icon

Reilly Financial Advisors’s Washington Trust Bancorp WASH Stock Holding History

Reilly Financial 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
2017
Q4 		– Sell
-37
Closed -$2K – 1030
2017
Q3 		$2K Buy
+37
New +$1.92K ﹤0.01% 913

Other funds holding WASH

Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
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
WT
Washington Trust Westerly, Rhode Island $2.96B AUM 22.49% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Reilly Financial Advisors's WASH Position: Q4 2017 in Review

Reilly Financial Advisors sold out of Washington Trust Bancorp (WASH) in Q4 2017, closing a stake of 37 shares — an estimated $2K sold.

Reilly Financial Advisors first reported a position in WASH in Q3 2017 and held it in 1 quarter. The position peaked at $2K in Q3 2017. 131 funds tracked by Wall St. Rank hold WASH as of Q4 2017.

  • Reilly Financial Advisors reported no remaining Washington Trust Bancorp position as of Q4 2017 after selling out during the quarter.
  • Reilly Financial Advisors sold 37 Washington Trust Bancorp shares in Q4 2017, an estimated $2K.
  • Reilly Financial Advisors first reported a position in Washington Trust Bancorp in Q3 2017 and held it in 1 quarter.
  • Reilly Financial Advisors's Washington Trust Bancorp position peaked at $2K in Q3 2017.
  • 131 funds tracked by Wall St. Rank held Washington Trust Bancorp as of Q4 2017.

Based on Reilly Financial Advisors's 13F filing for Q4 2017, filed 29 Jan 2018.