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Washington Trust Bank’s iShares Morningstar Multi-Asset Income ETF IYLD Stock Holding History

Washington Trust Bank’s Portfolio IYLD Stock Details IYLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-700
Closed -$18K – 747
2017
Q3 		$18K Buy
+700
New +$17.9K ﹤0.01% 526

Other funds holding IYLD

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AIP
Ahrens Investment Partners Lafayette, Louisiana $202M AUM 3.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Washington Trust Bank's IYLD Position: Q4 2017 in Review

Washington Trust Bank sold out of iShares Morningstar Multi-Asset Income ETF (IYLD) in Q4 2017, closing a stake of 700 shares — an estimated $18K sold.

Washington Trust Bank first reported a position in IYLD in Q3 2017 and held it in 1 quarter. The position peaked at $18K in Q3 2017. 49 funds tracked by Wall St. Rank hold IYLD as of Q4 2017.

  • Washington Trust Bank reported no remaining iShares Morningstar Multi-Asset Income ETF position as of Q4 2017 after selling out during the quarter.
  • Washington Trust Bank sold 700 iShares Morningstar Multi-Asset Income ETF shares in Q4 2017, an estimated $18K.
  • Washington Trust Bank first reported a position in iShares Morningstar Multi-Asset Income ETF in Q3 2017 and held it in 1 quarter.
  • Washington Trust Bank's iShares Morningstar Multi-Asset Income ETF position peaked at $18K in Q3 2017.
  • 49 funds tracked by Wall St. Rank held iShares Morningstar Multi-Asset Income ETF as of Q4 2017.

Based on Washington Trust Bank's 13F filing for Q4 2017, filed 3 Jan 2018.