TWA
WASH icon

TCI Wealth Advisors’s Washington Trust Bancorp WASH Stock Holding History

TCI Wealth Advisors’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
2019
Q4 		– Sell
-59
Closed -$3K – 1694
2019
Q3 		$3K Buy
+59
New +$2.88K ﹤0.01% 994

Other funds holding WASH

Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
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
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
WT
Washington Trust Westerly, Rhode Island $2.96B AUM 22.49% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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 $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

TCI Wealth Advisors's WASH Position: Q4 2019 in Review

TCI Wealth Advisors sold out of Washington Trust Bancorp (WASH) in Q4 2019, closing a stake of 59 shares — an estimated $3K sold.

TCI Wealth Advisors first reported a position in WASH in Q3 2019 and held it in 1 quarter. The position peaked at $3K in Q3 2019. 125 funds tracked by Wall St. Rank hold WASH as of Q4 2019.

  • TCI Wealth Advisors reported no remaining Washington Trust Bancorp position as of Q4 2019 after selling out during the quarter.
  • TCI Wealth Advisors sold 59 Washington Trust Bancorp shares in Q4 2019, an estimated $3K.
  • TCI Wealth Advisors first reported a position in Washington Trust Bancorp in Q3 2019 and held it in 1 quarter.
  • TCI Wealth Advisors's Washington Trust Bancorp position peaked at $3K in Q3 2019.
  • 125 funds tracked by Wall St. Rank held Washington Trust Bancorp as of Q4 2019.

Based on TCI Wealth Advisors's 13F filing for Q4 2019, filed 27 Jan 2020.