Sandy Spring Bank’s iShares US Telecommunications ETF IYZ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	–	Sell	-100	Closed	-$3K	–	795
2014 Q2	$3K	Hold	100	–	–	﹤0.01%	740
2014 Q1	$3K	Hold	100	–	–	﹤0.01%	677
2013 Q4	$3K	Hold	100	–	–	﹤0.01%	642
2013 Q3	$3K	Hold	100	–	–	﹤0.01%	620
2013 Q2	$3K	Buy	+100	New	+$2.62K	﹤0.01%	599

Other funds holding IYZ

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

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Giralda Advisors New York $497K AUM 19.41% 1-Year Est. Return

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

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

Sandy Spring Bank sold out of iShares US Telecommunications ETF (IYZ) in Q3 2014, closing a stake of 100 shares — an estimated $3K sold.

Sandy Spring Bank first reported a position in IYZ in Q2 2013 and held it in 5 quarters. The position peaked at $3K in Q2 2014. 98 funds tracked by Wall St. Rank hold IYZ as of Q3 2014.

Sandy Spring Bank reported no remaining iShares US Telecommunications ETF position as of Q3 2014 after selling out during the quarter.
Sandy Spring Bank sold 100 iShares US Telecommunications ETF shares in Q3 2014, an estimated $3K.
Sandy Spring Bank first reported a position in iShares US Telecommunications ETF in Q2 2013 and held it in 5 quarters.
Sandy Spring Bank's iShares US Telecommunications ETF position peaked at $3K in Q2 2014.
98 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q3 2014.

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