SW
WASH icon

SVB Wealth’s Washington Trust Bancorp WASH Stock Holding History

SVB Wealth’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
Q4 		– Sell
-3,920
Closed -$217K – 434
2018
Q3 		$217K Hold
3,920
– – 0.01% 406
2018
Q2 		$228K Hold
3,920
– – 0.01% 404
2018
Q1 		$211K Hold
3,920
– – 0.01% 424
2017
Q4 		$209K Hold
3,920
– – 0.01% 450
2017
Q3 		$224K Hold
3,920
– – 0.01% 428
2017
Q2 		$202K Buy
+3,920
New +$195K 0.01% 453
2017
Q1 		– Sell
-3,920
Closed -$220K – 512
2016
Q4 		$220K Buy
+3,920
New +$192K 0.01% 453

Other funds holding WASH

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
Washington Trust
Washington Trust Westerly, Rhode Island $3.22B AUM 29% 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
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

SVB Wealth's WASH Position: Q4 2018 in Review

SVB Wealth sold out of Washington Trust Bancorp (WASH) in Q4 2018, closing a stake of 3,920 shares — an estimated $217K sold.

SVB Wealth first reported a position in WASH in Q4 2016 and held it in 7 quarters. The position peaked at $228K in Q2 2018. 126 funds tracked by Wall St. Rank hold WASH as of Q4 2018.

  • SVB Wealth reported no remaining Washington Trust Bancorp position as of Q4 2018 after selling out during the quarter.
  • SVB Wealth sold 3,920 Washington Trust Bancorp shares in Q4 2018, an estimated $217K.
  • SVB Wealth first reported a position in Washington Trust Bancorp in Q4 2016 and held it in 7 quarters.
  • SVB Wealth's Washington Trust Bancorp position peaked at $228K in Q2 2018.
  • 126 funds tracked by Wall St. Rank held Washington Trust Bancorp as of Q4 2018.

Based on SVB Wealth's 13F filing for Q4 2018, filed 14 Feb 2019.