WTB
SMB icon

Washington Trust Bank’s VanEck Short Muni ETF SMB Stock Holding History

Washington Trust Bank’s Portfolio SMB Stock Details SMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-2,015
Closed -$35K – 732
2018
Q1 		$35K Hold
2,015
– – 0.01% 447
2017
Q4 		$35K Buy
+2,015
New +$35.1K 0.01% 471

Other funds holding SMB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
EWMCB
EisnerAmper Wealth Management Corporate Benefits Iselin, New Jersey $274M AUM 12.56% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
CCP
Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
AB
AT Bancorp Dubuque, Iowa $823M AUM 0.35% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return

Washington Trust Bank's SMB Position: Q2 2018 in Review

Washington Trust Bank sold out of VanEck Short Muni ETF (SMB) in Q2 2018, closing a stake of 2,015 shares — an estimated $35K sold.

Washington Trust Bank first reported a position in SMB in Q4 2017 and held it in 2 quarters. The position peaked at $35K in Q1 2018. 66 funds tracked by Wall St. Rank hold SMB as of Q2 2018.

  • Washington Trust Bank reported no remaining VanEck Short Muni ETF position as of Q2 2018 after selling out during the quarter.
  • Washington Trust Bank sold 2,015 VanEck Short Muni ETF shares in Q2 2018, an estimated $35K.
  • Washington Trust Bank first reported a position in VanEck Short Muni ETF in Q4 2017 and held it in 2 quarters.
  • Washington Trust Bank's VanEck Short Muni ETF position peaked at $35K in Q1 2018.
  • 66 funds tracked by Wall St. Rank held VanEck Short Muni ETF as of Q2 2018.

Based on Washington Trust Bank's 13F filing for Q2 2018, filed 3 Jul 2018.