Sandy Spring Bank’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-2,660	Closed	-$133K	–	1003
2020 Q3	$133K	Hold	2,660	–	–	0.01%	334
2020 Q2	$123K	Hold	2,660	–	–	0.01%	338
2020 Q1	$102K	Hold	2,660	–	–	0.01%	339
2019 Q4	$139K	Hold	2,660	–	–	0.01%	329
2019 Q3	$132K	Hold	2,660	–	–	0.01%	333
2019 Q2	$129K	Hold	2,660	–	–	0.01%	334
2019 Q1	$125K	Hold	2,660	–	–	0.01%	335
2018 Q4	$107K	Hold	2,660	–	–	0.01%	350
2018 Q3	$126K	Sell	2,660 -220	-8%	-$10.4K	0.01%	347
2018 Q2	$132K	Sell	2,880 -860	-23%	-$39.4K	0.01%	343
2018 Q1	$170K	Hold	3,740	–	–	0.02%	320
2017 Q4	$174K	Hold	3,740	–	–	0.02%	295
2017 Q3	$163K	Hold	3,740	–	–	0.02%	305
2017 Q2	$158K	Hold	3,740	–	–	0.02%	312
2017 Q1	$156K	Hold	3,740	–	–	0.02%	311
2016 Q4	$147K	Hold	3,740	–	–	0.02%	309
2016 Q3	$144K	Hold	3,740	–	–	0.02%	316
2016 Q2	$140K	Hold	3,740	–	–	0.02%	322
2016 Q1	$136K	Hold	3,740	–	–	0.02%	315
2015 Q4	$134K	Hold	3,740	–	–	0.02%	310
2015 Q3	$129K	Hold	3,740	–	–	0.02%	313
2015 Q2	$141K	Hold	3,740	–	–	0.02%	321
2015 Q1	$144K	Hold	3,740	–	–	0.02%	314
2014 Q4	$138K	Hold	3,740	–	–	0.02%	298
2014 Q3	$130K	Hold	3,740	–	–	0.02%	309
2014 Q2	$132K	Hold	3,740	–	–	0.02%	304
2014 Q1	$126K	Buy	+3,740	New	+$123K	0.02%	290

Other funds holding IMCB

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

MTC

Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Sandy Spring Bank's IMCB Position: Q4 2020 in Review

Sandy Spring Bank sold out of iShares Morningstar Mid-Cap ETF (IMCB) in Q4 2020, closing a stake of 2,660 shares — an estimated $133K sold.

Sandy Spring Bank first reported a position in IMCB in Q1 2014 and held it in 27 quarters. The position peaked at $174K in Q4 2017. 116 funds tracked by Wall St. Rank hold IMCB as of Q4 2020.

Sandy Spring Bank reported no remaining iShares Morningstar Mid-Cap ETF position as of Q4 2020 after selling out during the quarter.
Sandy Spring Bank sold 2,660 iShares Morningstar Mid-Cap ETF shares in Q4 2020, an estimated $133K.
Sandy Spring Bank first reported a position in iShares Morningstar Mid-Cap ETF in Q1 2014 and held it in 27 quarters.
Sandy Spring Bank's iShares Morningstar Mid-Cap ETF position peaked at $174K in Q4 2017.
116 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q4 2020.

Based on Sandy Spring Bank's 13F filing for Q4 2020, filed 3 Feb 2021.