Sandy Spring Bank’s ALPS Equal Sector Weight ETF EQL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	–	Sell	-450	Closed	-$8K	–	934
2015 Q3	$8K	Hold	450	–	–	﹤0.01%	685
2015 Q2	$8K	Hold	450	–	–	﹤0.01%	731
2015 Q1	$9K	Buy	+450	New	+$8.53K	﹤0.01%	690

Other funds holding EQL

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

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

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

BWM

Bernicke Wealth Management Altoona, Wisconsin $135M AUM 4.61% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

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

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

VKH

Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return

Sandy Spring Bank's EQL Position: Q4 2015 in Review

Sandy Spring Bank sold out of ALPS Equal Sector Weight ETF (EQL) in Q4 2015, closing a stake of 450 shares — an estimated $8K sold.

Sandy Spring Bank first reported a position in EQL in Q1 2015 and held it in 3 quarters. The position peaked at $9K in Q1 2015. 25 funds tracked by Wall St. Rank hold EQL as of Q4 2015.

Sandy Spring Bank reported no remaining ALPS Equal Sector Weight ETF position as of Q4 2015 after selling out during the quarter.
Sandy Spring Bank sold 450 ALPS Equal Sector Weight ETF shares in Q4 2015, an estimated $8K.
Sandy Spring Bank first reported a position in ALPS Equal Sector Weight ETF in Q1 2015 and held it in 3 quarters.
Sandy Spring Bank's ALPS Equal Sector Weight ETF position peaked at $9K in Q1 2015.
25 funds tracked by Wall St. Rank held ALPS Equal Sector Weight ETF as of Q4 2015.

Based on Sandy Spring Bank's 13F filing for Q4 2015, filed 3 Feb 2016.