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Washington Trust Bank’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Washington Trust Bank’s Portfolio USMV Stock Details USMV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-602
Closed -$30K – 767
2017
Q3 		$30K Buy
+602
New +$30K ﹤0.01% 472
2015
Q1 		– Sell
-463
Closed -$19K – 868
2014
Q4 		$19K Buy
+463
New +$18.2K 0.01% 621

Other funds holding USMV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Washington Trust Bank's USMV Position: Q4 2017 in Review

Washington Trust Bank sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q4 2017, closing a stake of 602 shares — an estimated $30K sold.

Washington Trust Bank first reported a position in USMV in Q4 2014 and held it in 2 quarters. The position peaked at $30K in Q3 2017. 455 funds tracked by Wall St. Rank hold USMV as of Q4 2017.

  • Washington Trust Bank reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q4 2017 after selling out during the quarter.
  • Washington Trust Bank sold 602 iShares MSCI USA Min Vol Factor ETF shares in Q4 2017, an estimated $30K.
  • Washington Trust Bank first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2014 and held it in 2 quarters.
  • Washington Trust Bank's iShares MSCI USA Min Vol Factor ETF position peaked at $30K in Q3 2017.
  • 455 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q4 2017.

Based on Washington Trust Bank's 13F filing for Q4 2017, filed 3 Jan 2018.