Sandy Spring Bank’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Sandy Spring Bank’s Portfolio AOR Stock Details AOR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-625	Closed	-$26K	–	835
2017 Q1	$26K	Hold	625	–	–	﹤0.01%	548
2016 Q4	$25K	Hold	625	–	–	﹤0.01%	540
2016 Q3	$26K	Hold	625	–	–	﹤0.01%	524
2016 Q2	$25K	Hold	625	–	–	﹤0.01%	537
2016 Q1	$25K	Buy	+625	New	+$23.7K	﹤0.01%	545

Other funds holding AOR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

SWPG

Strategic Wealth Partners Group Deerfield, Illinois $906M AUM 23.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Sandy Spring Bank's AOR Position: Q2 2017 in Review

Sandy Spring Bank sold out of iShares Core 60/40 Balanced Allocation ETF (AOR) in Q2 2017, closing a stake of 625 shares — an estimated $26K sold.

Sandy Spring Bank first reported a position in AOR in Q1 2016 and held it in 5 quarters. The position peaked at $26K in Q1 2017. 112 funds tracked by Wall St. Rank hold AOR as of Q2 2017.

Sandy Spring Bank reported no remaining iShares Core 60/40 Balanced Allocation ETF position as of Q2 2017 after selling out during the quarter.
Sandy Spring Bank sold 625 iShares Core 60/40 Balanced Allocation ETF shares in Q2 2017, an estimated $26K.
Sandy Spring Bank first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q1 2016 and held it in 5 quarters.
Sandy Spring Bank's iShares Core 60/40 Balanced Allocation ETF position peaked at $26K in Q1 2017.
112 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2017.

Based on Sandy Spring Bank's 13F filing for Q2 2017, filed 11 Aug 2017.