Washington Trust Bank’s iShares US Energy ETF IYE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-188	Closed	-$7K	–	381
2019 Q1	$7K	Sell	188 -112	-37%	-$3.92K	﹤0.01%	518
2018 Q4	$9K	Hold	300	–	–	﹤0.01%	501
2018 Q3	$13K	Hold	300	–	–	﹤0.01%	517
2018 Q2	$13K	Hold	300	–	–	﹤0.01%	509
2018 Q1	$11K	Hold	300	–	–	﹤0.01%	573
2017 Q4	$12K	Buy	300 +50	+20%	+$1.88K	﹤0.01%	596
2017 Q3	$9K	Buy	+250	New	+$8.89K	﹤0.01%	591

Other funds holding IYE

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Estate Counselors Thiensville, Wisconsin $1.12B AUM 20.13% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

ANTB

AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Washington Trust Bank sold out of iShares US Energy ETF (IYE) in Q2 2019, closing a stake of 188 shares — an estimated $7K sold.

Washington Trust Bank first reported a position in IYE in Q3 2017 and held it in 7 quarters. The position peaked at $13K in Q3 2018. 179 funds tracked by Wall St. Rank hold IYE as of Q2 2019.

Washington Trust Bank reported no remaining iShares US Energy ETF position as of Q2 2019 after selling out during the quarter.
Washington Trust Bank sold 188 iShares US Energy ETF shares in Q2 2019, an estimated $7K.
Washington Trust Bank first reported a position in iShares US Energy ETF in Q3 2017 and held it in 7 quarters.
Washington Trust Bank's iShares US Energy ETF position peaked at $13K in Q3 2018.
179 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2019.

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