IberiaBank’s M&T Bank MTB Stock Holding History

IberiaBank’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
2016 Q1	–	Sell	-2,709	Closed	-$328K	–	169
2015 Q4	$328K	Sell	2,709 -460	-15%	-$56.1K	0.15%	112
2015 Q3	$386K	Sell	3,169 -1,239	-28%	-$155K	0.2%	93
2015 Q2	$551K	Sell	4,408 -43	-1%	-$5.3K	0.25%	76
2015 Q1	$565K	Sell	4,451 -150	-3%	-$18.2K	0.25%	77
2014 Q4	$578K	Buy	4,601 +84	+2%	+$10.3K	0.32%	77
2014 Q3	$557K	Sell	4,517 -552	-11%	-$67.9K	0.31%	73
2014 Q2	$629K	Sell	5,069 -293	-5%	-$35.7K	0.35%	74
2014 Q1	$650K	Buy	5,362 +1,308	+32%	+$151K	0.4%	71
2013 Q4	$472K	Buy	4,054 +944	+30%	+$107K	0.31%	81
2013 Q3	$348K	Buy	+3,110	New	+$360K	0.23%	103

Other funds holding MTB

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

AAM

Aberdeen Asset Management Aberdeen, United Kingdom $30B AUM 22.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

IberiaBank's MTB Position: Q1 2016 in Review

IberiaBank sold out of M&T Bank (MTB) in Q1 2016, closing a stake of 2,709 shares — an estimated $328K sold.

IberiaBank first reported a position in MTB in Q3 2013 and held it in 10 quarters. The position peaked at $650K in Q1 2014. 520 funds tracked by Wall St. Rank hold MTB as of Q1 2016.

IberiaBank reported no remaining M&T Bank position as of Q1 2016 after selling out during the quarter.
IberiaBank sold 2,709 M&T Bank shares in Q1 2016, an estimated $328K.
IberiaBank first reported a position in M&T Bank in Q3 2013 and held it in 10 quarters.
IberiaBank's M&T Bank position peaked at $650K in Q1 2014.
520 funds tracked by Wall St. Rank held M&T Bank as of Q1 2016.

Based on IberiaBank's 13F filing for Q1 2016, filed 15 Apr 2016.