STA
SASR

Summit Trail Advisors’s Sandy Spring Bancorp Inc SASR Stock Holding History

Summit Trail Advisors’s Portfolio SASR Stock Details SASR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-113
Closed -$4K – 1730
2017
Q4 		$4K Buy
+113
New +$4.54K ﹤0.01% 1502

Other funds holding SASR

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Summit Trail Advisors's SASR Position: Q1 2018 in Review

Summit Trail Advisors sold out of Sandy Spring Bancorp Inc (SASR) in Q1 2018, closing a stake of 113 shares — an estimated $4K sold.

Summit Trail Advisors first reported a position in SASR in Q4 2017 and held it in 1 quarter. The position peaked at $4K in Q4 2017. 157 funds tracked by Wall St. Rank hold SASR as of Q1 2018.

  • Summit Trail Advisors reported no remaining Sandy Spring Bancorp Inc position as of Q1 2018 after selling out during the quarter.
  • Summit Trail Advisors sold 113 Sandy Spring Bancorp Inc shares in Q1 2018, an estimated $4K.
  • Summit Trail Advisors first reported a position in Sandy Spring Bancorp Inc in Q4 2017 and held it in 1 quarter.
  • Summit Trail Advisors's Sandy Spring Bancorp Inc position peaked at $4K in Q4 2017.
  • 157 funds tracked by Wall St. Rank held Sandy Spring Bancorp Inc as of Q1 2018.

Based on Summit Trail Advisors's 13F filing for Q1 2018, filed 21 May 2018.