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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 $609B AUM 40.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Washington Trust
Washington Trust Westerly, Rhode Island $3.22B AUM 29% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 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 $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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. 117 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.
  • 117 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.