WT
WEBK

Washington Trust’s Wellesley Bancorp, Inc. WEBK Stock Holding History

Washington Trust’s Portfolio WEBK Stock Details WEBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-222
Closed -$8K – 925
2018
Q2 		$8K Buy
+222
New +$7.23K ﹤0.01% 703

Other funds holding WEBK

SV
Stilwell Value New York $167M AUM 3.79% 1-Year Est. Return
SCP
Siena Capital Partners Chicago, Illinois $385M AUM 11.48% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CCM
Cutler Capital Management Worcester, Massachusetts $370M AUM 15.34% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
WSL
Western Standard LLC Los Angeles, California $190M AUM 40.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SCP
Seizert Capital Partners Birmingham, Michigan $2.17B AUM 11.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Washington Trust's WEBK Position: Q3 2018 in Review

Washington Trust sold out of Wellesley Bancorp, Inc. (WEBK) in Q3 2018, closing a stake of 222 shares — an estimated $8K sold.

Washington Trust first reported a position in WEBK in Q2 2018 and held it in 1 quarter. The position peaked at $8K in Q2 2018. 17 funds tracked by Wall St. Rank hold WEBK as of Q3 2018.

  • Washington Trust reported no remaining Wellesley Bancorp, Inc. position as of Q3 2018 after selling out during the quarter.
  • Washington Trust sold 222 Wellesley Bancorp, Inc. shares in Q3 2018, an estimated $8K.
  • Washington Trust first reported a position in Wellesley Bancorp, Inc. in Q2 2018 and held it in 1 quarter.
  • Washington Trust's Wellesley Bancorp, Inc. position peaked at $8K in Q2 2018.
  • 17 funds tracked by Wall St. Rank held Wellesley Bancorp, Inc. as of Q3 2018.

Based on Washington Trust's 13F filing for Q3 2018, filed 13 Nov 2018.