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Washington Trust Bank’s iShares Russell 2500 ETF SMMD Stock Holding History

Washington Trust Bank’s Portfolio SMMD Stock Details SMMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-26,672
Closed -$1.21M – 196
2019
Q2 		$1.21M Buy
+26,672
New +$1.19M 0.2% 80

Other funds holding SMMD

BC
Brinker Capital Berwyn, Pennsylvania $3.13B AUM 9.04% 1-Year Est. Return
OBWP
O'Brien Wealth Partners Waltham, Massachusetts $756M AUM 13.93% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Washington Trust Bank's SMMD Position: Q3 2019 in Review

Washington Trust Bank sold out of iShares Russell 2500 ETF (SMMD) in Q3 2019, closing a stake of 26,672 shares — an estimated $1.21M sold.

Washington Trust Bank first reported a position in SMMD in Q2 2019 and held it in 1 quarter. The position peaked at $1.21M in Q2 2019. 24 funds tracked by Wall St. Rank hold SMMD as of Q3 2019.

  • Washington Trust Bank reported no remaining iShares Russell 2500 ETF position as of Q3 2019 after selling out during the quarter.
  • Washington Trust Bank sold 26,672 iShares Russell 2500 ETF shares in Q3 2019, an estimated $1.21M.
  • Washington Trust Bank first reported a position in iShares Russell 2500 ETF in Q2 2019 and held it in 1 quarter.
  • Washington Trust Bank's iShares Russell 2500 ETF position peaked at $1.21M in Q2 2019.
  • 24 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q3 2019.

Based on Washington Trust Bank's 13F filing for Q3 2019, filed 29 Oct 2019.