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Washington Trust Bank’s MSCI MSCI Stock Holding History

Washington Trust Bank’s Portfolio MSCI Stock Details MSCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-75
Closed -$15K – 424
2019
Q1 		$15K Buy
+75
New +$13K ﹤0.01% 463
2017
Q1 		– Sell
-12
Closed -$1K – 863
2016
Q4 		$1K Hold
12
– – ﹤0.01% 840
2016
Q3 		$1K Buy
+12
New +$1.02K ﹤0.01% 907

Other funds holding MSCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

Washington Trust Bank sold out of MSCI (MSCI) in Q2 2019, closing a stake of 75 shares — an estimated $15K sold.

Washington Trust Bank first reported a position in MSCI in Q3 2016 and held it in 3 quarters. The position peaked at $15K in Q1 2019. 535 funds tracked by Wall St. Rank hold MSCI as of Q2 2019.

  • Washington Trust Bank reported no remaining MSCI position as of Q2 2019 after selling out during the quarter.
  • Washington Trust Bank sold 75 MSCI shares in Q2 2019, an estimated $15K.
  • Washington Trust Bank first reported a position in MSCI in Q3 2016 and held it in 3 quarters.
  • Washington Trust Bank's MSCI position peaked at $15K in Q1 2019.
  • 535 funds tracked by Wall St. Rank held MSCI as of Q2 2019.

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