SSB
TUZ

Sandy Spring Bank’s PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund TUZ Stock Holding History

Sandy Spring Bank’s Portfolio TUZ Stock Details TUZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-15
Closed -$1K – 896
2017
Q4 		$1K Buy
+15
New +$757 ﹤0.01% 829

Other funds holding TUZ

FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM
FGC
Financial Gravity Companies Lakeway, Texas $509M AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Sandy Spring Bank's TUZ Position: Q1 2018 in Review

Sandy Spring Bank sold out of PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund (TUZ) in Q1 2018, closing a stake of 15 shares — an estimated $1K sold.

Sandy Spring Bank first reported a position in TUZ in Q4 2017 and held it in 1 quarter. The position peaked at $1K in Q4 2017. 34 funds tracked by Wall St. Rank hold TUZ as of Q1 2018.

  • Sandy Spring Bank reported no remaining PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund position as of Q1 2018 after selling out during the quarter.
  • Sandy Spring Bank sold 15 PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund shares in Q1 2018, an estimated $1K.
  • Sandy Spring Bank first reported a position in PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund in Q4 2017 and held it in 1 quarter.
  • Sandy Spring Bank's PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund position peaked at $1K in Q4 2017.
  • 34 funds tracked by Wall St. Rank held PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund as of Q1 2018.

Based on Sandy Spring Bank's 13F filing for Q1 2018, filed 4 May 2018.