SSB
FBGX

Sandy Spring Bank’s UBS AG FI Enhanced Large Cap Growth ETN FBGX Stock Holding History

Sandy Spring Bank’s Portfolio FBGX Stock Details FBGX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-100
Closed -$27K – 877
2019
Q2 		$27K Hold
100
– – ﹤0.01% 563
2019
Q1 		$25K Sell
100
-100
-50% -$22.8K ﹤0.01% 546
2018
Q4 		$38K Sell
200
-50
-20% -$12K ﹤0.01% 486
2018
Q3 		$75K Buy
+250
New +$70.6K 0.01% 410

Other funds holding FBGX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
PP
PagnatoKarp Partners Reston, Virginia $402M AUM 9.79% 1-Year Est. Return
FT
Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

Sandy Spring Bank's FBGX Position: Q3 2019 in Review

Sandy Spring Bank sold out of UBS AG FI Enhanced Large Cap Growth ETN (FBGX) in Q3 2019, closing a stake of 100 shares — an estimated $27K sold.

Sandy Spring Bank first reported a position in FBGX in Q3 2018 and held it in 4 quarters. The position peaked at $75K in Q3 2018. 26 funds tracked by Wall St. Rank hold FBGX as of Q3 2019.

  • Sandy Spring Bank reported no remaining UBS AG FI Enhanced Large Cap Growth ETN position as of Q3 2019 after selling out during the quarter.
  • Sandy Spring Bank sold 100 UBS AG FI Enhanced Large Cap Growth ETN shares in Q3 2019, an estimated $27K.
  • Sandy Spring Bank first reported a position in UBS AG FI Enhanced Large Cap Growth ETN in Q3 2018 and held it in 4 quarters.
  • Sandy Spring Bank's UBS AG FI Enhanced Large Cap Growth ETN position peaked at $75K in Q3 2018.
  • 26 funds tracked by Wall St. Rank held UBS AG FI Enhanced Large Cap Growth ETN as of Q3 2019.

Based on Sandy Spring Bank's 13F filing for Q3 2019, filed 1 Nov 2019.