Washington Trust Bank’s First Trust Dow Jones Global Select Dividend Index Fund FGD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q3	–	Sell	-482	Closed	-$12K	–	782
2015 Q2	$12K	Hold	482	–	–	﹤0.01%	645
2015 Q1	$12K	Hold	482	–	–	﹤0.01%	657
2014 Q4	$12K	Hold	482	–	–	﹤0.01%	690
2014 Q3	$13K	Buy	+482	New	+$13.7K	﹤0.01%	664

Other funds holding FGD

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Brouwer & Janachowski Mill Valley, California $574M AUM 24.29% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Washington Trust Bank's FGD Position: Q3 2015 in Review

Washington Trust Bank sold out of First Trust Dow Jones Global Select Dividend Index Fund (FGD) in Q3 2015, closing a stake of 482 shares — an estimated $12K sold.

Washington Trust Bank first reported a position in FGD in Q3 2014 and held it in 4 quarters. The position peaked at $13K in Q3 2014. 73 funds tracked by Wall St. Rank hold FGD as of Q3 2015.

Washington Trust Bank reported no remaining First Trust Dow Jones Global Select Dividend Index Fund position as of Q3 2015 after selling out during the quarter.
Washington Trust Bank sold 482 First Trust Dow Jones Global Select Dividend Index Fund shares in Q3 2015, an estimated $12K.
Washington Trust Bank first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q3 2014 and held it in 4 quarters.
Washington Trust Bank's First Trust Dow Jones Global Select Dividend Index Fund position peaked at $13K in Q3 2014.
73 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q3 2015.

Based on Washington Trust Bank's 13F filing for Q3 2015, filed 7 Oct 2015.