Sandy Spring Bank’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-800	Closed	-$39K	–	876
2016 Q3	$39K	Hold	800	–	–	﹤0.01%	475
2016 Q2	$39K	Hold	800	–	–	﹤0.01%	479
2016 Q1	$39K	Buy	+800	New	+$39.1K	﹤0.01%	481
2015 Q3	–	Sell	-50	Closed	-$14K	–	1006
2015 Q2	$14K	Buy	+50	New	+$2.42K	﹤0.01%	639

Other funds holding SHM

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

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

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

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

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

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

RJA

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Sandy Spring Bank's SHM Position: Q4 2016 in Review

Sandy Spring Bank sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q4 2016, closing a stake of 800 shares — an estimated $39K sold.

Sandy Spring Bank first reported a position in SHM in Q2 2015 and held it in 4 quarters. The position peaked at $39K in Q3 2016. 268 funds tracked by Wall St. Rank hold SHM as of Q4 2016.

Sandy Spring Bank reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q4 2016 after selling out during the quarter.
Sandy Spring Bank sold 800 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q4 2016, an estimated $39K.
Sandy Spring Bank first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q2 2015 and held it in 4 quarters.
Sandy Spring Bank's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $39K in Q3 2016.
268 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q4 2016.

Based on Sandy Spring Bank's 13F filing for Q4 2016, filed 6 Feb 2017.