Sandy Spring Bank’s iShares Micro-Cap ETF IWC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	–	Sell	-11	Closed	-$1K	–	915
2014 Q4	$1K	Buy	+11	New	+$799	﹤0.01%	783

Other funds holding IWC

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

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

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return

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

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

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

RegentAtlantic Capital Morristown, New Jersey $3.34B AUM 14.54% 1-Year Est. Return

Sandy Spring Bank's IWC Position: Q1 2015 in Review

Sandy Spring Bank sold out of iShares Micro-Cap ETF (IWC) in Q1 2015, closing a stake of 11 shares — an estimated $1K sold.

Sandy Spring Bank first reported a position in IWC in Q4 2014 and held it in 1 quarter. The position peaked at $1K in Q4 2014. 139 funds tracked by Wall St. Rank hold IWC as of Q1 2015.

Sandy Spring Bank reported no remaining iShares Micro-Cap ETF position as of Q1 2015 after selling out during the quarter.
Sandy Spring Bank sold 11 iShares Micro-Cap ETF shares in Q1 2015, an estimated $1K.
Sandy Spring Bank first reported a position in iShares Micro-Cap ETF in Q4 2014 and held it in 1 quarter.
Sandy Spring Bank's iShares Micro-Cap ETF position peaked at $1K in Q4 2014.
139 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q1 2015.

Based on Sandy Spring Bank's 13F filing for Q1 2015, filed 11 May 2015.