Sandy Spring Bank’s iShares US Utilities ETF IDU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q2	–	Sell	-374	Closed	-$21K	–	978
2015 Q1	$21K	Hold	374	–	–	﹤0.01%	580
2014 Q4	$22K	Hold	374	–	–	﹤0.01%	524
2014 Q3	$20K	Buy	+374	New	+$19.9K	﹤0.01%	540

Other funds holding IDU

DWM

Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Sandy Spring Bank's IDU Position: Q2 2015 in Review

Sandy Spring Bank sold out of iShares US Utilities ETF (IDU) in Q2 2015, closing a stake of 374 shares — an estimated $21K sold.

Sandy Spring Bank first reported a position in IDU in Q3 2014 and held it in 3 quarters. The position peaked at $22K in Q4 2014. 111 funds tracked by Wall St. Rank hold IDU as of Q2 2015.

Sandy Spring Bank reported no remaining iShares US Utilities ETF position as of Q2 2015 after selling out during the quarter.
Sandy Spring Bank sold 374 iShares US Utilities ETF shares in Q2 2015, an estimated $21K.
Sandy Spring Bank first reported a position in iShares US Utilities ETF in Q3 2014 and held it in 3 quarters.
Sandy Spring Bank's iShares US Utilities ETF position peaked at $22K in Q4 2014.
111 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2015.

Based on Sandy Spring Bank's 13F filing for Q2 2015, filed 7 Aug 2015.