Sandy Spring Bank’s Invesco Global Clean Energy ETF PBD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-200	Closed	-$2K	–	798
2018 Q4	$2K	Hold	200	–	–	﹤0.01%	750
2018 Q3	$2K	Hold	200	–	–	﹤0.01%	748
2018 Q2	$2K	Hold	200	–	–	﹤0.01%	741
2018 Q1	$3K	Hold	200	–	–	﹤0.01%	785
2017 Q4	$3K	Hold	200	–	–	﹤0.01%	787
2017 Q3	$3K	Hold	200	–	–	﹤0.01%	773
2017 Q2	$2K	Hold	200	–	–	﹤0.01%	809
2017 Q1	$2K	Hold	200	–	–	﹤0.01%	805
2016 Q4	$2K	Hold	200	–	–	﹤0.01%	815
2016 Q3	$2K	Hold	200	–	–	﹤0.01%	801
2016 Q2	$2K	Hold	200	–	–	﹤0.01%	854
2016 Q1	$2K	Hold	200	–	–	﹤0.01%	890
2015 Q4	$2K	Hold	200	–	–	﹤0.01%	868
2015 Q3	$2K	Hold	200	–	–	﹤0.01%	878
2015 Q2	$3K	Hold	200	–	–	﹤0.01%	873
2015 Q1	$3K	Hold	200	–	–	﹤0.01%	823
2014 Q4	$2K	Hold	200	–	–	﹤0.01%	770
2014 Q3	$3K	Hold	200	–	–	﹤0.01%	736
2014 Q2	$3K	Hold	200	–	–	﹤0.01%	747
2014 Q1	$3K	Hold	200	–	–	﹤0.01%	686
2013 Q4	$2K	Hold	200	–	–	﹤0.01%	651
2013 Q3	$2K	Hold	200	–	–	﹤0.01%	626
2013 Q2	$2K	Buy	+200	New	+$1.89K	﹤0.01%	605

Other funds holding PBD

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

QCM

Quest Capital Management Dallas, Texas $582M AUM 31.4% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

PFM

Parsec Financial Management Asheville, North Carolina $2.37B AUM 4.66% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

CCM

Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

TCOV

Trust Company of Vermont Brattleboro, Vermont $2.4B AUM 18.8% 1-Year Est. Return

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

Sandy Spring Bank's PBD Position: Q1 2019 in Review

Sandy Spring Bank sold out of Invesco Global Clean Energy ETF (PBD) in Q1 2019, closing a stake of 200 shares — an estimated $2K sold.

Sandy Spring Bank first reported a position in PBD in Q2 2013 and held it in 23 quarters. The position peaked at $3K in Q1 2018. 51 funds tracked by Wall St. Rank hold PBD as of Q1 2019.

Sandy Spring Bank reported no remaining Invesco Global Clean Energy ETF position as of Q1 2019 after selling out during the quarter.
Sandy Spring Bank sold 200 Invesco Global Clean Energy ETF shares in Q1 2019, an estimated $2K.
Sandy Spring Bank first reported a position in Invesco Global Clean Energy ETF in Q2 2013 and held it in 23 quarters.
Sandy Spring Bank's Invesco Global Clean Energy ETF position peaked at $3K in Q1 2018.
51 funds tracked by Wall St. Rank held Invesco Global Clean Energy ETF as of Q1 2019.

Based on Sandy Spring Bank's 13F filing for Q1 2019, filed 6 May 2019.