Washington Trust Bank’s IDEX IEX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-1,232	Closed	-$187K	–	361
2019 Q1	$187K	Hold	1,232	–	–	0.03%	197
2018 Q4	$156K	Hold	1,232	–	–	0.02%	226
2018 Q3	$186K	Hold	1,232	–	–	0.03%	217
2018 Q2	$168K	Hold	1,232	–	–	0.02%	237
2018 Q1	$176K	Hold	1,232	–	–	0.03%	230
2017 Q4	$163K	Hold	1,232	–	–	0.02%	247
2017 Q3	$150K	Hold	1,232	–	–	0.02%	252
2017 Q2	$139K	Hold	1,232	–	–	0.03%	234
2017 Q1	$115K	Sell	1,232 -10	-0.8%	-$919	0.02%	264
2016 Q4	$112K	Hold	1,242	–	–	0.03%	272
2016 Q3	$116K	Sell	1,242 -29	-2%	-$2.62K	0.03%	255
2016 Q2	$104K	Buy	1,271 +39	+3%	+$3.25K	0.03%	253
2016 Q1	$102K	Hold	1,232	–	–	0.03%	266
2015 Q4	$94K	Hold	1,232	–	–	0.02%	299
2015 Q3	$88K	Hold	1,232	–	–	0.02%	306
2015 Q2	$97K	Hold	1,232	–	–	0.02%	306
2015 Q1	$93K	Hold	1,232	–	–	0.02%	338
2014 Q4	$96K	Hold	1,232	–	–	0.03%	348
2014 Q3	$89K	Hold	1,232	–	–	0.03%	366
2014 Q2	$99K	Hold	1,232	–	–	0.02%	374
2014 Q1	$90K	Buy	+1,232	New	+$89.7K	0.02%	385

Other funds holding IEX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Washington Trust Bank's IEX Position: Q2 2019 in Review

Washington Trust Bank sold out of IDEX (IEX) in Q2 2019, closing a stake of 1,232 shares — an estimated $187K sold.

Washington Trust Bank first reported a position in IEX in Q1 2014 and held it in 21 quarters. The position peaked at $187K in Q1 2019. 426 funds tracked by Wall St. Rank hold IEX as of Q2 2019.

Washington Trust Bank reported no remaining IDEX position as of Q2 2019 after selling out during the quarter.
Washington Trust Bank sold 1,232 IDEX shares in Q2 2019, an estimated $187K.
Washington Trust Bank first reported a position in IDEX in Q1 2014 and held it in 21 quarters.
Washington Trust Bank's IDEX position peaked at $187K in Q1 2019.
426 funds tracked by Wall St. Rank held IDEX as of Q2 2019.

Based on Washington Trust Bank's 13F filing for Q2 2019, filed 26 Jul 2019.