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Washington Trust Bank’s iShares MSCI ACWI ETF ACWI Stock Holding History

Washington Trust Bank’s Portfolio ACWI Stock Details ACWI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-1,250
Closed -$74K – 680
2016
Q4 		$74K Buy
+1,250
New +$73.4K 0.02% 327

Other funds holding ACWI

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IC
Iconiq Capital San Francisco, California $3.47B AUM 23.76% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Washington Trust Bank's ACWI Position: Q1 2017 in Review

Washington Trust Bank sold out of iShares MSCI ACWI ETF (ACWI) in Q1 2017, closing a stake of 1,250 shares — an estimated $74K sold.

Washington Trust Bank first reported a position in ACWI in Q4 2016 and held it in 1 quarter. The position peaked at $74K in Q4 2016. 248 funds tracked by Wall St. Rank hold ACWI as of Q1 2017.

  • Washington Trust Bank reported no remaining iShares MSCI ACWI ETF position as of Q1 2017 after selling out during the quarter.
  • Washington Trust Bank sold 1,250 iShares MSCI ACWI ETF shares in Q1 2017, an estimated $74K.
  • Washington Trust Bank first reported a position in iShares MSCI ACWI ETF in Q4 2016 and held it in 1 quarter.
  • Washington Trust Bank's iShares MSCI ACWI ETF position peaked at $74K in Q4 2016.
  • 248 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2017.

Based on Washington Trust Bank's 13F filing for Q1 2017, filed 18 Apr 2017.