RWP
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RWA Wealth Partners’s Washington Trust Bancorp WASH Stock Holding History

RWA Wealth Partners’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
2018
Q3 		– Sell
-100
Closed -$6K – 691
2018
Q2 		$6K Buy
+100
New +$5.82K ﹤0.01% 665

Other funds holding WASH

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
WT
Washington Trust Westerly, Rhode Island $2.96B AUM 22.49% 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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

RWA Wealth Partners's WASH Position: Q3 2018 in Review

RWA Wealth Partners sold out of Washington Trust Bancorp (WASH) in Q3 2018, closing a stake of 100 shares — an estimated $6K sold.

RWA Wealth Partners first reported a position in WASH in Q2 2018 and held it in 1 quarter. The position peaked at $6K in Q2 2018. 135 funds tracked by Wall St. Rank hold WASH as of Q3 2018.

  • RWA Wealth Partners reported no remaining Washington Trust Bancorp position as of Q3 2018 after selling out during the quarter.
  • RWA Wealth Partners sold 100 Washington Trust Bancorp shares in Q3 2018, an estimated $6K.
  • RWA Wealth Partners first reported a position in Washington Trust Bancorp in Q2 2018 and held it in 1 quarter.
  • RWA Wealth Partners's Washington Trust Bancorp position peaked at $6K in Q2 2018.
  • 135 funds tracked by Wall St. Rank held Washington Trust Bancorp as of Q3 2018.

Based on RWA Wealth Partners's 13F filing for Q3 2018, filed 14 Nov 2018.