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RPg Family Wealth Advisory’s Washington Trust Bancorp WASH Stock Holding History

RPg Family Wealth Advisory’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
-259
Closed -$13.9K – 292
2019
Q4 		$13.9K Buy
259
+32
+14% +$1.65K 0.01% 242
2019
Q3 		$11K Hold
227
– – 0.01% 282
2019
Q2 		$11.8K Hold
227
– – 0.01% 264
2019
Q1 		$10.9K Buy
+227
New +$11.7K 0.01% 284

Other funds holding WASH

Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

RPg Family Wealth Advisory's WASH Position: Q1 2020 in Review

RPg Family Wealth Advisory sold out of Washington Trust Bancorp (WASH) in Q1 2020, closing a stake of 259 shares — an estimated $13.9K sold.

RPg Family Wealth Advisory first reported a position in WASH in Q1 2019 and held it in 4 quarters. The position peaked at $13.9K in Q4 2019. 118 funds tracked by Wall St. Rank hold WASH as of Q1 2020.

  • RPg Family Wealth Advisory reported no remaining Washington Trust Bancorp position as of Q1 2020 after selling out during the quarter.
  • RPg Family Wealth Advisory sold 259 Washington Trust Bancorp shares in Q1 2020, an estimated $13.9K.
  • RPg Family Wealth Advisory first reported a position in Washington Trust Bancorp in Q1 2019 and held it in 4 quarters.
  • RPg Family Wealth Advisory's Washington Trust Bancorp position peaked at $13.9K in Q4 2019.
  • 118 funds tracked by Wall St. Rank held Washington Trust Bancorp as of Q1 2020.

Based on RPg Family Wealth Advisory's 13F filing for Q1 2020, filed 14 May 2020.