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Washington Trust Bank’s iShares US Healthcare ETF IYH Stock Holding History

Washington Trust Bank’s Portfolio IYH Stock Details IYH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-2,025
Closed -$72K – 661
2018
Q2 		$72K Hold
2,025
– – 0.01% 347
2018
Q1 		$70K Hold
2,025
– – 0.01% 356
2017
Q4 		$71K Buy
+2,025
New +$70.3K 0.01% 373

Other funds holding IYH

TAF
Tredje AP-fonden Se-111 91 Stockholm, Sweden $22.1B AUM 41.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
DF
Donoghue Forlines Boston, Massachusetts $387M AUM 84.69% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

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

Washington Trust Bank sold out of iShares US Healthcare ETF (IYH) in Q3 2018, closing a stake of 2,025 shares — an estimated $72K sold.

Washington Trust Bank first reported a position in IYH in Q4 2017 and held it in 3 quarters. The position peaked at $72K in Q2 2018. 269 funds tracked by Wall St. Rank hold IYH as of Q3 2018.

  • Washington Trust Bank reported no remaining iShares US Healthcare ETF position as of Q3 2018 after selling out during the quarter.
  • Washington Trust Bank sold 2,025 iShares US Healthcare ETF shares in Q3 2018, an estimated $72K.
  • Washington Trust Bank first reported a position in iShares US Healthcare ETF in Q4 2017 and held it in 3 quarters.
  • Washington Trust Bank's iShares US Healthcare ETF position peaked at $72K in Q2 2018.
  • 269 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q3 2018.

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