Calvert Investment Management’s M&T Bank MTB Stock Holding History

Calvert Investment Management’s Portfolio MTB Stock Details MTB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-11,103	Closed	-$1.74M	–	389
2016 Q4	$1.74M	Sell	11,103 -1,447	-12%	-$196K	0.07%	306
2016 Q3	$1.46M	Buy	12,550 +231	+2%	+$26.8K	0.05%	332
2016 Q2	$1.46M	Buy	12,319 +875	+8%	+$102K	0.06%	295
2016 Q1	$1.27M	Sell	11,444 -558	-5%	-$60.6K	0.06%	280
2015 Q4	$1.45M	Buy	12,002 +6,235	+108%	+$760K	0.07%	238
2015 Q3	$703K	Buy	5,767 +306	+6%	+$38.3K	0.04%	292
2015 Q2	$682K	Sell	5,461 -387	-7%	-$47.7K	0.03%	309
2015 Q1	$743K	Buy	5,848 +611	+12%	+$74K	0.05%	265
2014 Q4	$658K	Buy	5,237 +392	+8%	+$48.1K	0.05%	277
2014 Q3	$597K	Buy	+4,845	New	+$596K	0.04%	278

Other funds holding MTB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Calvert Investment Management's MTB Position: Q1 2017 in Review

Calvert Investment Management sold out of M&T Bank (MTB) in Q1 2017, closing a stake of 11,103 shares — an estimated $1.74M sold.

Calvert Investment Management first reported a position in MTB in Q3 2014 and held it in 10 quarters. The position peaked at $1.74M in Q4 2016. 579 funds tracked by Wall St. Rank hold MTB as of Q1 2017.

Calvert Investment Management reported no remaining M&T Bank position as of Q1 2017 after selling out during the quarter.
Calvert Investment Management sold 11,103 M&T Bank shares in Q1 2017, an estimated $1.74M.
Calvert Investment Management first reported a position in M&T Bank in Q3 2014 and held it in 10 quarters.
Calvert Investment Management's M&T Bank position peaked at $1.74M in Q4 2016.
579 funds tracked by Wall St. Rank held M&T Bank as of Q1 2017.

Based on Calvert Investment Management's 13F filing for Q1 2017.