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Sandy Spring Bank’s Invesco KBW Bank ETF KBWB Stock Holding History

Sandy Spring Bank’s Portfolio KBWB Stock Details KBWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-264
Closed -$13K – 831
2017
Q2 		$13K Buy
+264
New +$12.5K ﹤0.01% 639

Other funds holding KBWB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
MIM
Miller Investment Management West Conshohocken, Pennsylvania $1.01B AUM 13.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $1.86B AUM 20.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Sandy Spring Bank's KBWB Position: Q3 2017 in Review

Sandy Spring Bank sold out of Invesco KBW Bank ETF (KBWB) in Q3 2017, closing a stake of 264 shares — an estimated $13K sold.

Sandy Spring Bank first reported a position in KBWB in Q2 2017 and held it in 1 quarter. The position peaked at $13K in Q2 2017. 70 funds tracked by Wall St. Rank hold KBWB as of Q3 2017.

  • Sandy Spring Bank reported no remaining Invesco KBW Bank ETF position as of Q3 2017 after selling out during the quarter.
  • Sandy Spring Bank sold 264 Invesco KBW Bank ETF shares in Q3 2017, an estimated $13K.
  • Sandy Spring Bank first reported a position in Invesco KBW Bank ETF in Q2 2017 and held it in 1 quarter.
  • Sandy Spring Bank's Invesco KBW Bank ETF position peaked at $13K in Q2 2017.
  • 70 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q3 2017.

Based on Sandy Spring Bank's 13F filing for Q3 2017, filed 3 Nov 2017.