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Wealthspire Advisors (Maryland)’s Washington Trust Bancorp WASH Stock Holding History

Wealthspire Advisors (Maryland)’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
Q1 		– Sell
-51
Closed -$3K – 2657
2017
Q4 		$3K Hold
51
– – ﹤0.01% 2032
2017
Q3 		$3K Hold
51
– – ﹤0.01% 1928
2017
Q2 		$3K Buy
+51
New +$2.54K ﹤0.01% 1922

Other funds holding WASH

Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
WT
Washington Trust Westerly, Rhode Island $2.96B AUM 22.49% 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

Wealthspire Advisors (Maryland)'s WASH Position: Q1 2018 in Review

Wealthspire Advisors (Maryland) sold out of Washington Trust Bancorp (WASH) in Q1 2018, closing a stake of 51 shares — an estimated $3K sold.

Wealthspire Advisors (Maryland) first reported a position in WASH in Q2 2017 and held it in 3 quarters. The position peaked at $3K in Q4 2017. 129 funds tracked by Wall St. Rank hold WASH as of Q1 2018.

  • Wealthspire Advisors (Maryland) reported no remaining Washington Trust Bancorp position as of Q1 2018 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 51 Washington Trust Bancorp shares in Q1 2018, an estimated $3K.
  • Wealthspire Advisors (Maryland) first reported a position in Washington Trust Bancorp in Q2 2017 and held it in 3 quarters.
  • Wealthspire Advisors (Maryland)'s Washington Trust Bancorp position peaked at $3K in Q4 2017.
  • 129 funds tracked by Wall St. Rank held Washington Trust Bancorp as of Q1 2018.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q1 2018, filed 3 May 2018.