EAM
SASR

Evanson Asset Management’s Sandy Spring Bancorp Inc SASR Stock Holding History

Evanson Asset 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
Q3 		– Sell
-10,121
Closed -$353K – 246
2019
Q2 		$353K Hold
10,121
– – 0.07% 162
2019
Q1 		$317K Hold
10,121
– – 0.07% 168
2018
Q4 		$317K Sell
10,121
-3,045
-23% -$107K 0.07% 160
2018
Q3 		$518K Hold
13,166
– – 0.11% 116
2018
Q2 		$540K Hold
13,166
– – 0.11% 118
2018
Q1 		$510K Buy
+13,166
New +$513K 0.1% 127

Other funds holding SASR

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Evanson Asset Management's SASR Position: Q3 2019 in Review

Evanson Asset Management sold out of Sandy Spring Bancorp Inc (SASR) in Q3 2019, closing a stake of 10,121 shares — an estimated $353K sold.

Evanson Asset Management first reported a position in SASR in Q1 2018 and held it in 6 quarters. The position peaked at $540K in Q2 2018. 169 funds tracked by Wall St. Rank hold SASR as of Q3 2019.

  • Evanson Asset Management reported no remaining Sandy Spring Bancorp Inc position as of Q3 2019 after selling out during the quarter.
  • Evanson Asset Management sold 10,121 Sandy Spring Bancorp Inc shares in Q3 2019, an estimated $353K.
  • Evanson Asset Management first reported a position in Sandy Spring Bancorp Inc in Q1 2018 and held it in 6 quarters.
  • Evanson Asset Management's Sandy Spring Bancorp Inc position peaked at $540K in Q2 2018.
  • 169 funds tracked by Wall St. Rank held Sandy Spring Bancorp Inc as of Q3 2019.

Based on Evanson Asset Management's 13F filing for Q3 2019, filed 11 Oct 2019.