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Washington Trust Bank’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Washington Trust Bank’s Portfolio BLV Stock Details BLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-45
Closed -$4K – 769
2017
Q4 		$4K Buy
+45
New +$4.23K ﹤0.01% 657
2017
Q1 		– Sell
-420
Closed -$37K – 715
2016
Q4 		$37K Buy
+420
New +$38.6K 0.01% 422

Other funds holding BLV

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TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

Washington Trust Bank's BLV Position: Q1 2018 in Review

Washington Trust Bank sold out of Vanguard Long-Term Bond ETF (BLV) in Q1 2018, closing a stake of 45 shares — an estimated $4K sold.

Washington Trust Bank first reported a position in BLV in Q4 2016 and held it in 2 quarters. The position peaked at $37K in Q4 2016. 154 funds tracked by Wall St. Rank hold BLV as of Q1 2018.

  • Washington Trust Bank reported no remaining Vanguard Long-Term Bond ETF position as of Q1 2018 after selling out during the quarter.
  • Washington Trust Bank sold 45 Vanguard Long-Term Bond ETF shares in Q1 2018, an estimated $4K.
  • Washington Trust Bank first reported a position in Vanguard Long-Term Bond ETF in Q4 2016 and held it in 2 quarters.
  • Washington Trust Bank's Vanguard Long-Term Bond ETF position peaked at $37K in Q4 2016.
  • 154 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q1 2018.

Based on Washington Trust Bank's 13F filing for Q1 2018, filed 3 Apr 2018.