Sandy Spring Bank’s iShares US Financial Services ETF IYG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-255	Closed	-$11K	–	797
2018 Q1	$11K	Hold	255	–	–	﹤0.01%	678
2017 Q4	$11K	Hold	255	–	–	﹤0.01%	672
2017 Q3	$10K	Hold	255	–	–	﹤0.01%	681
2017 Q2	$10K	Hold	255	–	–	﹤0.01%	685
2017 Q1	$9K	Buy	+255	New	+$9.36K	﹤0.01%	703

Other funds holding IYG

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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

RJA

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

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

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

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

Sandy Spring Bank's IYG Position: Q2 2018 in Review

Sandy Spring Bank sold out of iShares US Financial Services ETF (IYG) in Q2 2018, closing a stake of 255 shares — an estimated $11K sold.

Sandy Spring Bank first reported a position in IYG in Q1 2017 and held it in 5 quarters. The position peaked at $11K in Q1 2018. 143 funds tracked by Wall St. Rank hold IYG as of Q2 2018.

Sandy Spring Bank reported no remaining iShares US Financial Services ETF position as of Q2 2018 after selling out during the quarter.
Sandy Spring Bank sold 255 iShares US Financial Services ETF shares in Q2 2018, an estimated $11K.
Sandy Spring Bank first reported a position in iShares US Financial Services ETF in Q1 2017 and held it in 5 quarters.
Sandy Spring Bank's iShares US Financial Services ETF position peaked at $11K in Q1 2018.
143 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2018.

Based on Sandy Spring Bank's 13F filing for Q2 2018, filed 3 Aug 2018.