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Sandy Spring Bank’s Invesco S&P 500 BuyWrite ETF PBP Stock Holding History

Sandy Spring Bank’s Portfolio PBP Stock Details PBP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-49
Closed -$1K – 971
2015
Q3 		$1K Buy
+49
New +$1.03K ﹤0.01% 922

Other funds holding PBP

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LWA
Lenox Wealth Advisors New York $798M AUM 5.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ECM
ETrade Capital Management Arlington, Virginia $5.37B AUM 10.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.28B AUM 23.15% 1-Year Est. Return

Sandy Spring Bank's PBP Position: Q4 2015 in Review

Sandy Spring Bank sold out of Invesco S&P 500 BuyWrite ETF (PBP) in Q4 2015, closing a stake of 49 shares — an estimated $1K sold.

Sandy Spring Bank first reported a position in PBP in Q3 2015 and held it in 1 quarter. The position peaked at $1K in Q3 2015. 66 funds tracked by Wall St. Rank hold PBP as of Q4 2015.

  • Sandy Spring Bank reported no remaining Invesco S&P 500 BuyWrite ETF position as of Q4 2015 after selling out during the quarter.
  • Sandy Spring Bank sold 49 Invesco S&P 500 BuyWrite ETF shares in Q4 2015, an estimated $1K.
  • Sandy Spring Bank first reported a position in Invesco S&P 500 BuyWrite ETF in Q3 2015 and held it in 1 quarter.
  • Sandy Spring Bank's Invesco S&P 500 BuyWrite ETF position peaked at $1K in Q3 2015.
  • 66 funds tracked by Wall St. Rank held Invesco S&P 500 BuyWrite ETF as of Q4 2015.

Based on Sandy Spring Bank's 13F filing for Q4 2015, filed 3 Feb 2016.