Sandy Spring Bank’s Invesco MSCI Sustainable Future ETF ERTH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-150	Closed	-$6K	–	782
2018 Q4	$6K	Hold	150	–	–	﹤0.01%	707
2018 Q3	$7K	Hold	150	–	–	﹤0.01%	701
2018 Q2	$6K	Hold	150	–	–	﹤0.01%	702
2018 Q1	$6K	Hold	150	–	–	﹤0.01%	728
2017 Q4	$6K	Hold	150	–	–	﹤0.01%	736
2017 Q3	$6K	Hold	150	–	–	﹤0.01%	719
2017 Q2	$6K	Hold	150	–	–	﹤0.01%	742
2017 Q1	$5K	Hold	150	–	–	﹤0.01%	756
2016 Q4	$5K	Hold	150	–	–	﹤0.01%	738
2016 Q3	$5K	Hold	150	–	–	﹤0.01%	734
2016 Q2	$4K	Hold	150	–	–	﹤0.01%	792
2016 Q1	$5K	Hold	150	–	–	﹤0.01%	795
2015 Q4	$4K	Hold	150	–	–	﹤0.01%	793
2015 Q3	$4K	Hold	150	–	–	﹤0.01%	798
2015 Q2	$5K	Hold	150	–	–	﹤0.01%	802
2015 Q1	$5K	Hold	150	–	–	﹤0.01%	765
2014 Q4	$4K	Hold	150	–	–	﹤0.01%	724
2014 Q3	$4K	Hold	150	–	–	﹤0.01%	711
2014 Q2	$5K	Buy	+150	New	+$4.84K	﹤0.01%	701

Other funds holding ERTH

EHC

Everett Harris & Co Los Angeles, California $7.77B AUM 9.43% 1-Year Est. Return

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

Cambridge Trust Cambridge, Massachusetts $2.64B AUM 28.73% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

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

Sandy Spring Bank's ERTH Position: Q1 2019 in Review

Sandy Spring Bank sold out of Invesco MSCI Sustainable Future ETF (ERTH) in Q1 2019, closing a stake of 150 shares — an estimated $6K sold.

Sandy Spring Bank first reported a position in ERTH in Q2 2014 and held it in 19 quarters. The position peaked at $7K in Q3 2018. 59 funds tracked by Wall St. Rank hold ERTH as of Q1 2019.

Sandy Spring Bank reported no remaining Invesco MSCI Sustainable Future ETF position as of Q1 2019 after selling out during the quarter.
Sandy Spring Bank sold 150 Invesco MSCI Sustainable Future ETF shares in Q1 2019, an estimated $6K.
Sandy Spring Bank first reported a position in Invesco MSCI Sustainable Future ETF in Q2 2014 and held it in 19 quarters.
Sandy Spring Bank's Invesco MSCI Sustainable Future ETF position peaked at $7K in Q3 2018.
59 funds tracked by Wall St. Rank held Invesco MSCI Sustainable Future ETF as of Q1 2019.

Based on Sandy Spring Bank's 13F filing for Q1 2019, filed 6 May 2019.