Washington Trust Bank’s FlexShares iBoxx 3-Year Target Duration TIPS Index Fund TDTT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-2,950	Closed	-$72K	–	739
2018 Q1	$72K	Sell	2,950 -2,300	-44%	-$55.9K	0.01%	350
2017 Q4	$128K	Hold	5,250	–	–	0.02%	277
2017 Q3	$129K	Buy	5,250 +3,650	+228%	+$89.7K	0.02%	272
2017 Q2	$39K	Buy	+1,600	New	+$39.5K	0.01%	406

Other funds holding TDTT

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

HBT

Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return

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

WPA

West Paces Advisors Atlanta, Georgia $516M AUM 16.62% 1-Year Est. Return

CNB Bank Clearfield, Pennsylvania $238M AUM 26.55% 1-Year Est. Return

Pinnacle Associates New York $7.78B AUM 45.07% 1-Year Est. Return

HFA

HC Financial Advisors Lafayette, California $149M AUM 8.28% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

CWM

Cabot Wealth Management Salem, Massachusetts $869M AUM 16.19% 1-Year Est. Return

HCM

Harvest Capital Management Concord, New Hampshire $347M AUM 4.08% 1-Year Est. Return

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

Washington Trust Bank sold out of FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) in Q2 2018, closing a stake of 2,950 shares — an estimated $72K sold.

Washington Trust Bank first reported a position in TDTT in Q2 2017 and held it in 4 quarters. The position peaked at $129K in Q3 2017. 58 funds tracked by Wall St. Rank hold TDTT as of Q2 2018.

Washington Trust Bank reported no remaining FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position as of Q2 2018 after selling out during the quarter.
Washington Trust Bank sold 2,950 FlexShares iBoxx 3-Year Target Duration TIPS Index Fund shares in Q2 2018, an estimated $72K.
Washington Trust Bank first reported a position in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in Q2 2017 and held it in 4 quarters.
Washington Trust Bank's FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position peaked at $129K in Q3 2017.
58 funds tracked by Wall St. Rank held FlexShares iBoxx 3-Year Target Duration TIPS Index Fund as of Q2 2018.

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