WT
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Whittier Trust’s Washington Trust Bancorp WASH Stock Holding History

Whittier Trust’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
2017
Q2 		– Sell
-59
Closed -$3K – 1335
2017
Q1 		$3K Buy
+59
New +$3.15K ﹤0.01% 1235

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
WT
Washington Trust Westerly, Rhode Island $2.96B AUM 22.49% 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

Whittier Trust's WASH Position: Q2 2017 in Review

Whittier Trust sold out of Washington Trust Bancorp (WASH) in Q2 2017, closing a stake of 59 shares — an estimated $3K sold.

Whittier Trust first reported a position in WASH in Q1 2017 and held it in 1 quarter. The position peaked at $3K in Q1 2017. 118 funds tracked by Wall St. Rank hold WASH as of Q2 2017.

  • Whittier Trust reported no remaining Washington Trust Bancorp position as of Q2 2017 after selling out during the quarter.
  • Whittier Trust sold 59 Washington Trust Bancorp shares in Q2 2017, an estimated $3K.
  • Whittier Trust first reported a position in Washington Trust Bancorp in Q1 2017 and held it in 1 quarter.
  • Whittier Trust's Washington Trust Bancorp position peaked at $3K in Q1 2017.
  • 118 funds tracked by Wall St. Rank held Washington Trust Bancorp as of Q2 2017.

Based on Whittier Trust's 13F filing for Q2 2017, filed 20 Jul 2017.