Washington Trust Bank’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-1,800	Closed	-$54K	–	628
2018 Q3	$54K	Buy	+1,800	New	+$53.1K	0.01%	358
2018 Q1	–	Sell	-808	Closed	-$24K	–	803
2017 Q4	$24K	Buy	808 +508	+169%	+$15.1K	﹤0.01%	527
2017 Q3	$9K	Buy	+300	New	+$8.48K	﹤0.01%	590

Other funds holding HEFA

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

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

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

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

FHB

First Hawaiian Bank Honolulu, Hawaii $790M AUM 20.06% 1-Year Est. Return

Private Vista Chicago, Illinois $207M AUM 1.59% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

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

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

Washington Trust Bank sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q4 2018, closing a stake of 1,800 shares — an estimated $54K sold.

Washington Trust Bank first reported a position in HEFA in Q3 2017 and held it in 3 quarters. The position peaked at $54K in Q3 2018. 211 funds tracked by Wall St. Rank hold HEFA as of Q4 2018.

Washington Trust Bank reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q4 2018 after selling out during the quarter.
Washington Trust Bank sold 1,800 iShares Currency Hedged MSCI EAFE ETF shares in Q4 2018, an estimated $54K.
Washington Trust Bank first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q3 2017 and held it in 3 quarters.
Washington Trust Bank's iShares Currency Hedged MSCI EAFE ETF position peaked at $54K in Q3 2018.
211 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q4 2018.

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