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 $295B AUM 31.6% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $12.4B AUM 17.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
PP
PagnatoKarp Partners Reston, Virginia $402M AUM 9.79% 1-Year Est. Return
FT
Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 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 $17.6B AUM 18.87% 1-Year Est. Return