Washington Trust Bank’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-187	Closed	-$12K	–	657
2018 Q2	$12K	Hold	187	–	–	﹤0.01%	515
2018 Q1	$11K	Hold	187	–	–	﹤0.01%	572
2017 Q4	$11K	Hold	187	–	–	﹤0.01%	606
2017 Q3	$11K	Hold	187	–	–	﹤0.01%	577
2017 Q2	$10K	Hold	187	–	–	﹤0.01%	540
2017 Q1	$10K	Hold	187	–	–	﹤0.01%	571
2016 Q4	$10K	Buy	187 +87	+87%	+$4.35K	﹤0.01%	560
2016 Q3	$5K	Buy	+100	New	+$4.93K	﹤0.01%	601
2015 Q1	–	Sell	-922	Closed	-$43K	–	834
2014 Q4	$43K	Buy	+922	New	+$42.3K	0.01%	488

Other funds holding ITOT

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

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

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

LMGAM

Liberty Mutual Group Asset Management Boston, Massachusetts $1.15B AUM 29.1% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Washington Trust Bank's ITOT Position: Q3 2018 in Review

Washington Trust Bank sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q3 2018, closing a stake of 187 shares — an estimated $12K sold.

Washington Trust Bank first reported a position in ITOT in Q4 2014 and held it in 9 quarters. The position peaked at $43K in Q4 2014. 429 funds tracked by Wall St. Rank hold ITOT as of Q3 2018.

Washington Trust Bank reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q3 2018 after selling out during the quarter.
Washington Trust Bank sold 187 iShares Core S&P Total US Stock Market ETF shares in Q3 2018, an estimated $12K.
Washington Trust Bank first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2014 and held it in 9 quarters.
Washington Trust Bank's iShares Core S&P Total US Stock Market ETF position peaked at $43K in Q4 2014.
429 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2018.

Based on Washington Trust Bank's 13F filing for Q3 2018, filed 14 Nov 2018.