Washington Trust Bank’s Polaris PII Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-600	Closed	-$74K	–	827
2017 Q4	$74K	Hold	600	–	–	0.01%	366
2017 Q3	$63K	Buy	600 +288	+92%	+$27.3K	0.01%	374
2017 Q2	$29K	Buy	312 +12	+4%	+$1.03K	0.01%	445
2017 Q1	$25K	Sell	300 -8	-3%	-$689	0.01%	477
2016 Q4	$25K	Buy	308 +300	+3,750%	+$24.5K	0.01%	468
2016 Q3	$1K	Sell	8 -18	-69%	-$1.56K	﹤0.01%	933
2016 Q2	$2K	Buy	+26	New	+$2.31K	﹤0.01%	749
2016 Q1	–	Sell	-881	Closed	-$76K	–	804
2015 Q4	$76K	Buy	881 +317	+56%	+$33.6K	0.02%	338
2015 Q3	$68K	Sell	564 -196	-26%	-$26.6K	0.02%	352
2015 Q2	$113K	Hold	760	–	–	0.03%	281
2015 Q1	$107K	Buy	760 +118	+18%	+$17.4K	0.03%	316
2014 Q4	$97K	Sell	642 -178	-22%	-$26.7K	0.03%	346
2014 Q3	$123K	Hold	820	–	–	0.04%	302
2014 Q2	$107K	Buy	+820	New	+$109K	0.02%	356

Other funds holding PII

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Manulife (Manufacturers Life Insurance)

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return

Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return