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Sandy Spring Bank’s iShares CMBS ETF CMBS Stock Holding History

Sandy Spring Bank’s Portfolio CMBS Stock Details CMBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-154
Closed -$7K – 1158
2022
Q3 		$7K Hold
154
– – ﹤0.01% 861
2022
Q2 		$7K Buy
+154
New +$7.46K ﹤0.01% 890

Other funds holding CMBS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PFO
Pathstone Family Office Englewood, New Jersey $13.1B AUM 21.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BWM
BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Sandy Spring Bank's CMBS Position: Q4 2022 in Review

Sandy Spring Bank sold out of iShares CMBS ETF (CMBS) in Q4 2022, closing a stake of 154 shares — an estimated $7K sold.

Sandy Spring Bank first reported a position in CMBS in Q2 2022 and held it in 2 quarters. The position peaked at $7K in Q3 2022. 76 funds tracked by Wall St. Rank hold CMBS as of Q4 2022.

  • Sandy Spring Bank reported no remaining iShares CMBS ETF position as of Q4 2022 after selling out during the quarter.
  • Sandy Spring Bank sold 154 iShares CMBS ETF shares in Q4 2022, an estimated $7K.
  • Sandy Spring Bank first reported a position in iShares CMBS ETF in Q2 2022 and held it in 2 quarters.
  • Sandy Spring Bank's iShares CMBS ETF position peaked at $7K in Q3 2022.
  • 76 funds tracked by Wall St. Rank held iShares CMBS ETF as of Q4 2022.

Based on Sandy Spring Bank's 13F filing for Q4 2022, filed 10 Feb 2023.