SPIA
WASH icon

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

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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.