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Sandy Spring Bank’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Sandy Spring Bank’s Portfolio IVOO Stock Details IVOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-250
Closed -$12K – 793
2014
Q2 		$12K Hold
250
– – ﹤0.01% 593
2014
Q1 		$12K Buy
+250
New +$11.3K ﹤0.01% 552

Other funds holding IVOO

TCB
Texas Capital Bancshares Dallas, Texas $254M AUM 27.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
IF
IRON Financial Northbrook, Illinois $242M AUM 17.3% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return
PFM
Phillips Financial Management Fort Wayne, Indiana $1.36B AUM 17.21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Sandy Spring Bank's IVOO Position: Q3 2014 in Review

Sandy Spring Bank sold out of Vanguard S&P Mid-Cap 400 ETF (IVOO) in Q3 2014, closing a stake of 250 shares — an estimated $12K sold.

Sandy Spring Bank first reported a position in IVOO in Q1 2014 and held it in 2 quarters. The position peaked at $12K in Q2 2014. 41 funds tracked by Wall St. Rank hold IVOO as of Q3 2014.

  • Sandy Spring Bank reported no remaining Vanguard S&P Mid-Cap 400 ETF position as of Q3 2014 after selling out during the quarter.
  • Sandy Spring Bank sold 250 Vanguard S&P Mid-Cap 400 ETF shares in Q3 2014, an estimated $12K.
  • Sandy Spring Bank first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q1 2014 and held it in 2 quarters.
  • Sandy Spring Bank's Vanguard S&P Mid-Cap 400 ETF position peaked at $12K in Q2 2014.
  • 41 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q3 2014.

Based on Sandy Spring Bank's 13F filing for Q3 2014, filed 14 Nov 2014.