Steward Partners Investment Advisory
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Steward Partners Investment Advisory’s Washington Trust Bancorp WASH Stock Holding History

Steward Partners Investment 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
2017
Q3 		– Sell
-40
Closed -$2K – 1769
2017
Q2 		$2K Hold
40
– – ﹤0.01% 1450
2017
Q1 		$1K Hold
40
– – ﹤0.01% 1448
2016
Q4 		$2K Buy
+40
New +$1.96K ﹤0.01% 774

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Steward Partners Investment Advisory's WASH Position: Q3 2017 in Review

Steward Partners Investment Advisory sold out of Washington Trust Bancorp (WASH) in Q3 2017, closing a stake of 40 shares — an estimated $2K sold.

Steward Partners Investment Advisory first reported a position in WASH in Q4 2016 and held it in 3 quarters. The position peaked at $2K in Q2 2017. 120 funds tracked by Wall St. Rank hold WASH as of Q3 2017.

  • Steward Partners Investment Advisory reported no remaining Washington Trust Bancorp position as of Q3 2017 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 40 Washington Trust Bancorp shares in Q3 2017, an estimated $2K.
  • Steward Partners Investment Advisory first reported a position in Washington Trust Bancorp in Q4 2016 and held it in 3 quarters.
  • Steward Partners Investment Advisory's Washington Trust Bancorp position peaked at $2K in Q2 2017.
  • 120 funds tracked by Wall St. Rank held Washington Trust Bancorp as of Q3 2017.

Based on Steward Partners Investment Advisory's 13F filing for Q3 2017, filed 22 Nov 2017.