CWM
SASR

Circle Wealth Management’s Sandy Spring Bancorp Inc SASR Stock Holding History

Circle Wealth Management’s Portfolio SASR Stock Details SASR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-36,600
Closed -$1.15M – 175
2019
Q1 		$1.15M Buy
+36,600
New +$1.21M 0.26% 61

Other funds holding SASR

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Circle Wealth Management's SASR Position: Q2 2019 in Review

Circle Wealth Management sold out of Sandy Spring Bancorp Inc (SASR) in Q2 2019, closing a stake of 36,600 shares — an estimated $1.15M sold.

Circle Wealth Management first reported a position in SASR in Q1 2019 and held it in 1 quarter. The position peaked at $1.15M in Q1 2019. 162 funds tracked by Wall St. Rank hold SASR as of Q2 2019.

  • Circle Wealth Management reported no remaining Sandy Spring Bancorp Inc position as of Q2 2019 after selling out during the quarter.
  • Circle Wealth Management sold 36,600 Sandy Spring Bancorp Inc shares in Q2 2019, an estimated $1.15M.
  • Circle Wealth Management first reported a position in Sandy Spring Bancorp Inc in Q1 2019 and held it in 1 quarter.
  • Circle Wealth Management's Sandy Spring Bancorp Inc position peaked at $1.15M in Q1 2019.
  • 162 funds tracked by Wall St. Rank held Sandy Spring Bancorp Inc as of Q2 2019.

Based on Circle Wealth Management's 13F filing for Q2 2019, filed 14 Aug 2019.