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Washington Trust Bank’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Washington Trust Bank’s Portfolio BIV Stock Details BIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-870
Closed -$70K – 611
2018
Q3 		$70K Buy
+870
New +$70.3K 0.01% 329
2018
Q1 		– Sell
-61
Closed -$5K – 766
2017
Q4 		$5K Buy
+61
New +$5.14K ﹤0.01% 651

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Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BCMIO
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Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
DDSF
Diana Davis Spencer Foundation Bethesda, Maryland $55.2M AUM 10.14% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Washington Trust Bank's BIV Position: Q4 2018 in Review

Washington Trust Bank sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q4 2018, closing a stake of 870 shares — an estimated $70K sold.

Washington Trust Bank first reported a position in BIV in Q4 2017 and held it in 2 quarters. The position peaked at $70K in Q3 2018. 405 funds tracked by Wall St. Rank hold BIV as of Q4 2018.

  • Washington Trust Bank reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q4 2018 after selling out during the quarter.
  • Washington Trust Bank sold 870 Vanguard Intermediate-Term Bond ETF shares in Q4 2018, an estimated $70K.
  • Washington Trust Bank first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2017 and held it in 2 quarters.
  • Washington Trust Bank's Vanguard Intermediate-Term Bond ETF position peaked at $70K in Q3 2018.
  • 405 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q4 2018.

Based on Washington Trust Bank's 13F filing for Q4 2018, filed 13 Feb 2019.