WI
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WBI Investments’s Washington Trust Bancorp WASH Stock Holding History

WBI Investments’s Portfolio WASH Stock Details WASH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-5,722
Closed -$308K – 308
2018
Q1 		$308K Buy
+5,722
New +$310K 0.02% 176

Other funds holding WASH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
WT
Washington Trust Westerly, Rhode Island $2.96B AUM 22.49% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

WBI Investments's WASH Position: Q2 2018 in Review

WBI Investments sold out of Washington Trust Bancorp (WASH) in Q2 2018, closing a stake of 5,722 shares — an estimated $308K sold.

WBI Investments first reported a position in WASH in Q1 2018 and held it in 1 quarter. The position peaked at $308K in Q1 2018. 138 funds tracked by Wall St. Rank hold WASH as of Q2 2018.

  • WBI Investments reported no remaining Washington Trust Bancorp position as of Q2 2018 after selling out during the quarter.
  • WBI Investments sold 5,722 Washington Trust Bancorp shares in Q2 2018, an estimated $308K.
  • WBI Investments first reported a position in Washington Trust Bancorp in Q1 2018 and held it in 1 quarter.
  • WBI Investments's Washington Trust Bancorp position peaked at $308K in Q1 2018.
  • 138 funds tracked by Wall St. Rank held Washington Trust Bancorp as of Q2 2018.

Based on WBI Investments's 13F filing for Q2 2018, filed 9 Aug 2018.