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Sandy Spring Bank’s State Street Income Allocation ETF INKM Stock Holding History

Sandy Spring Bank’s Portfolio INKM Stock Details INKM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-1,760
Closed -$52K – 949
2015
Q3 		$52K Hold
1,760
– – 0.01% 436
2015
Q2 		$55K Hold
1,760
– – 0.01% 446
2015
Q1 		$57K Sell
1,760
-1,240
-41% -$40.4K 0.01% 434
2014
Q4 		$96K Hold
3,000
– – 0.01% 331
2014
Q3 		$95K Buy
+3,000
New +$97.7K 0.01% 335

Other funds holding INKM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AP
Advisors Preferred Rockville, Maryland $679M AUM 22.19% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.28B AUM 23.15% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Sandy Spring Bank's INKM Position: Q4 2015 in Review

Sandy Spring Bank sold out of State Street Income Allocation ETF (INKM) in Q4 2015, closing a stake of 1,760 shares — an estimated $52K sold.

Sandy Spring Bank first reported a position in INKM in Q3 2014 and held it in 5 quarters. The position peaked at $96K in Q4 2014. 20 funds tracked by Wall St. Rank hold INKM as of Q4 2015.

  • Sandy Spring Bank reported no remaining State Street Income Allocation ETF position as of Q4 2015 after selling out during the quarter.
  • Sandy Spring Bank sold 1,760 State Street Income Allocation ETF shares in Q4 2015, an estimated $52K.
  • Sandy Spring Bank first reported a position in State Street Income Allocation ETF in Q3 2014 and held it in 5 quarters.
  • Sandy Spring Bank's State Street Income Allocation ETF position peaked at $96K in Q4 2014.
  • 20 funds tracked by Wall St. Rank held State Street Income Allocation ETF as of Q4 2015.

Based on Sandy Spring Bank's 13F filing for Q4 2015, filed 3 Feb 2016.