Washington Trust Bank’s FlexShares iBoxx 5-Year Target Duration TIPS Index Fund TDTF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-172	Closed	-$4K	–	937
2016 Q4	$4K	Hold	172	–	–	﹤0.01%	634
2016 Q3	$4K	Hold	172	–	–	﹤0.01%	638
2016 Q2	$4K	Hold	172	–	–	﹤0.01%	672
2016 Q1	$4K	Hold	172	–	–	﹤0.01%	660
2015 Q4	$4K	Hold	172	–	–	﹤0.01%	672
2015 Q3	$4K	Hold	172	–	–	﹤0.01%	699
2015 Q2	$4K	Hold	172	–	–	﹤0.01%	734
2015 Q1	$4K	Hold	172	–	–	﹤0.01%	745
2014 Q4	$4K	Hold	172	–	–	﹤0.01%	798
2014 Q3	$4K	Hold	172	–	–	﹤0.01%	756
2014 Q2	$4K	Sell	172 -1,090	-86%	-$27.6K	﹤0.01%	811
2014 Q1	$32K	Buy	+1,262	New	+$31.7K	0.01%	545

Other funds holding TDTF

CSIA

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

RBC

Ronald Blue & Co Roswell, Georgia $3.1B AUM 12.82% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

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

Nottingham Advisors Amherst, New York $838M AUM 15.57% 1-Year Est. Return

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

KFS

Kissinger Financial Services Hunt Valley, Maryland $100M AUM 6.22% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Credit Agricole Montrouge Cedex, France $38.1B AUM

Washington Trust Bank's TDTF Position: Q1 2017 in Review

Washington Trust Bank sold out of FlexShares iBoxx 5-Year Target Duration TIPS Index Fund (TDTF) in Q1 2017, closing a stake of 172 shares — an estimated $4K sold.

Washington Trust Bank first reported a position in TDTF in Q1 2014 and held it in 12 quarters. The position peaked at $32K in Q1 2014. 36 funds tracked by Wall St. Rank hold TDTF as of Q1 2017.

Washington Trust Bank reported no remaining FlexShares iBoxx 5-Year Target Duration TIPS Index Fund position as of Q1 2017 after selling out during the quarter.
Washington Trust Bank sold 172 FlexShares iBoxx 5-Year Target Duration TIPS Index Fund shares in Q1 2017, an estimated $4K.
Washington Trust Bank first reported a position in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund in Q1 2014 and held it in 12 quarters.
Washington Trust Bank's FlexShares iBoxx 5-Year Target Duration TIPS Index Fund position peaked at $32K in Q1 2014.
36 funds tracked by Wall St. Rank held FlexShares iBoxx 5-Year Target Duration TIPS Index Fund as of Q1 2017.

Based on Washington Trust Bank's 13F filing for Q1 2017, filed 18 Apr 2017.