Washington Trust Bank’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-726	Closed	-$34K	–	735
2018 Q1	$34K	Hold	726	–	–	﹤0.01%	451
2017 Q4	$35K	Buy	+726	New	+$34.2K	0.01%	472
2016 Q3	–	Sell	-115	Closed	-$5K	–	1175
2016 Q2	$5K	Hold	115	–	–	﹤0.01%	640
2016 Q1	$5K	Hold	115	–	–	﹤0.01%	648
2015 Q4	$4K	Buy	+115	New	+$4.39K	﹤0.01%	671

Other funds holding SPLV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Washington Trust Bank sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q2 2018, closing a stake of 726 shares — an estimated $34K sold.

Washington Trust Bank first reported a position in SPLV in Q4 2015 and held it in 5 quarters. The position peaked at $35K in Q4 2017. 363 funds tracked by Wall St. Rank hold SPLV as of Q2 2018.

Washington Trust Bank reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q2 2018 after selling out during the quarter.
Washington Trust Bank sold 726 Invesco S&P 500 Low Volatility ETF shares in Q2 2018, an estimated $34K.
Washington Trust Bank first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2015 and held it in 5 quarters.
Washington Trust Bank's Invesco S&P 500 Low Volatility ETF position peaked at $35K in Q4 2017.
363 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2018.

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