SSB
ETFC

Sandy Spring Bank’s E*Trade Financial Corporation ETFC Stock Holding History

Sandy Spring Bank’s Portfolio ETFC Stock Details ETFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-150
Closed -$7K – 862
2019
Q1 		$7K Hold
150
– – ﹤0.01% 700
2018
Q4 		$7K Hold
150
– – ﹤0.01% 705
2018
Q3 		$8K Buy
+150
New +$8.8K ﹤0.01% 695

Other funds holding ETFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sandy Spring Bank's ETFC Position: Q2 2019 in Review

Sandy Spring Bank sold out of E*Trade Financial Corporation (ETFC) in Q2 2019, closing a stake of 150 shares — an estimated $7K sold.

Sandy Spring Bank first reported a position in ETFC in Q3 2018 and held it in 3 quarters. The position peaked at $8K in Q3 2018. 514 funds tracked by Wall St. Rank hold ETFC as of Q2 2019.

  • Sandy Spring Bank reported no remaining E*Trade Financial Corporation position as of Q2 2019 after selling out during the quarter.
  • Sandy Spring Bank sold 150 E*Trade Financial Corporation shares in Q2 2019, an estimated $7K.
  • Sandy Spring Bank first reported a position in E*Trade Financial Corporation in Q3 2018 and held it in 3 quarters.
  • Sandy Spring Bank's E*Trade Financial Corporation position peaked at $8K in Q3 2018.
  • 514 funds tracked by Wall St. Rank held E*Trade Financial Corporation as of Q2 2019.

Based on Sandy Spring Bank's 13F filing for Q2 2019, filed 1 Aug 2019.