Sandy Spring Bank’s iShares North American Natural Resources ETF IGE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-490	Closed	-$16K	–	829
2017 Q2	$16K	Hold	490	–	–	﹤0.01%	614
2017 Q1	$17K	Sell	490 -278	-36%	-$9.78K	﹤0.01%	615
2016 Q4	$28K	Hold	768	–	–	﹤0.01%	527
2016 Q3	$26K	Sell	768 -153	-17%	-$5.15K	﹤0.01%	525
2016 Q2	$31K	Sell	921 -65	-7%	-$2.08K	﹤0.01%	516
2016 Q1	$29K	Sell	986 -220	-18%	-$5.98K	﹤0.01%	523
2015 Q4	$34K	Hold	1,206	–	–	﹤0.01%	476
2015 Q3	$35K	Sell	1,206 -1,702	-59%	-$54.8K	﹤0.01%	482
2015 Q2	$106K	Buy	2,908 +154	+6%	+$5.96K	0.01%	361
2015 Q1	$103K	Buy	2,754 +2,160	+364%	+$81.5K	0.01%	357
2014 Q4	$23K	Sell	594 -400	-40%	-$16.2K	﹤0.01%	517
2014 Q3	$44K	Sell	994 -412	-29%	-$19.9K	0.01%	423
2014 Q2	$70K	Buy	1,406 +786	+127%	+$36.8K	0.01%	372
2014 Q1	$27K	Sell	620 -200	-24%	-$8.57K	﹤0.01%	447
2013 Q4	$36K	Buy	+820	New	+$35K	0.01%	404

Other funds holding IGE

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

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

TSS

Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return

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

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

TFF

The Family Firm Bethesda, Maryland $415M AUM 12.42% 1-Year Est. Return

VIA

Virtus Investment Advisers Hartford, Connecticut $363M AUM 34.89% 1-Year Est. Return

Sandy Spring Bank's IGE Position: Q3 2017 in Review

Sandy Spring Bank sold out of iShares North American Natural Resources ETF (IGE) in Q3 2017, closing a stake of 490 shares — an estimated $16K sold.

Sandy Spring Bank first reported a position in IGE in Q4 2013 and held it in 15 quarters. The position peaked at $106K in Q2 2015. 128 funds tracked by Wall St. Rank hold IGE as of Q3 2017.

Sandy Spring Bank reported no remaining iShares North American Natural Resources ETF position as of Q3 2017 after selling out during the quarter.
Sandy Spring Bank sold 490 iShares North American Natural Resources ETF shares in Q3 2017, an estimated $16K.
Sandy Spring Bank first reported a position in iShares North American Natural Resources ETF in Q4 2013 and held it in 15 quarters.
Sandy Spring Bank's iShares North American Natural Resources ETF position peaked at $106K in Q2 2015.
128 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q3 2017.

Based on Sandy Spring Bank's 13F filing for Q3 2017, filed 3 Nov 2017.