WTB
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Washington Trust Bank’s ORIX IX Stock Holding History

Washington Trust Bank’s Portfolio IX Stock Details IX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-350
Closed -$6K – 659
2018
Q2 		$6K Sell
350
-445
-56% -$7.68K ﹤0.01% 567
2018
Q1 		$14K Buy
795
+445
+127% +$8.05K ﹤0.01% 544
2017
Q4 		$6K Hold
350
– – ﹤0.01% 639
2017
Q3 		$6K Hold
350
– – ﹤0.01% 619
2017
Q2 		$5K Hold
350
– – ﹤0.01% 573
2017
Q1 		$5K Hold
350
– – ﹤0.01% 617
2016
Q4 		$5K Buy
+350
New +$5.37K ﹤0.01% 616
2014
Q4 		– Sell
-350
Closed -$5K – 858
2014
Q3 		$5K Hold
350
– – ﹤0.01% 732
2014
Q2 		$6K Hold
350
– – ﹤0.01% 777
2014
Q1 		$5K Buy
+350
New +$5.35K ﹤0.01% 744

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Northern Trust
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AG
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TAM
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RG
Renaissance Group Covington, Kentucky $2.39B AUM 27.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return