Washington Trust Bank’s iShares Select Dividend ETF DVY Stock Holding History

Washington Trust Bank’s Portfolio DVY Stock Details DVY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-1,948	Closed	-$206K	–	184
2019 Q4	$206K	Buy	+1,948	New	+$201K	0.03%	200
2019 Q2	–	Sell	-2,365	Closed	-$232K	–	285
2019 Q1	$232K	Hold	2,365	–	–	0.04%	183
2018 Q4	$211K	Hold	2,365	–	–	0.03%	207
2018 Q3	$236K	Hold	2,365	–	–	0.04%	200
2018 Q2	$231K	Sell	2,365 -800	-25%	-$77.6K	0.03%	199
2018 Q1	$301K	Sell	3,165 -320	-9%	-$31.2K	0.04%	181
2017 Q4	$343K	Buy	3,485 +60	+2%	+$5.77K	0.05%	176
2017 Q3	$321K	Buy	+3,425	New	+$317K	0.05%	170
2017 Q2	–	Sell	-200	Closed	-$18K	–	655
2017 Q1	$18K	Buy	+200	New	+$18.1K	﹤0.01%	516

Other funds holding DVY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Washington Trust Bank's DVY Position: Q1 2020 in Review

Washington Trust Bank sold out of iShares Select Dividend ETF (DVY) in Q1 2020, closing a stake of 1,948 shares — an estimated $206K sold.

Washington Trust Bank first reported a position in DVY in Q1 2017 and held it in 9 quarters. The position peaked at $343K in Q4 2017. 912 funds tracked by Wall St. Rank hold DVY as of Q1 2020.

Washington Trust Bank reported no remaining iShares Select Dividend ETF position as of Q1 2020 after selling out during the quarter.
Washington Trust Bank sold 1,948 iShares Select Dividend ETF shares in Q1 2020, an estimated $206K.
Washington Trust Bank first reported a position in iShares Select Dividend ETF in Q1 2017 and held it in 9 quarters.
Washington Trust Bank's iShares Select Dividend ETF position peaked at $343K in Q4 2017.
912 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2020.

Based on Washington Trust Bank's 13F filing for Q1 2020, filed 1 May 2020.