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IKOS CIF’s M&T Bank MTB Stock Holding History

IKOS CIF’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
Q3 		– Sell
-29
Closed -$3K – 192
2016
Q2 		$3K Buy
+29
New +$3.37K 0.01% 123
2015
Q1 		– Sell
-2,845
Closed -$353K – 274
2014
Q4 		$353K Buy
+2,845
New +$349K 0.6% 75
2014
Q1 		– Sell
-2,424
Closed -$271K – 273
2013
Q4 		$271K Sell
2,424
-1,981
-45% -$225K 0.7% 50
2013
Q3 		$498K Buy
+4,405
New +$510K 0.61% 65

Other funds holding MTB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

IKOS CIF's MTB Position: Q3 2016 in Review

IKOS CIF sold out of M&T Bank (MTB) in Q3 2016, closing a stake of 29 shares — an estimated $3K sold.

IKOS CIF first reported a position in MTB in Q3 2013 and held it in 4 quarters. The position peaked at $498K in Q3 2013. 525 funds tracked by Wall St. Rank hold MTB as of Q3 2016.

  • IKOS CIF reported no remaining M&T Bank position as of Q3 2016 after selling out during the quarter.
  • IKOS CIF sold 29 M&T Bank shares in Q3 2016, an estimated $3K.
  • IKOS CIF first reported a position in M&T Bank in Q3 2013 and held it in 4 quarters.
  • IKOS CIF's M&T Bank position peaked at $498K in Q3 2013.
  • 525 funds tracked by Wall St. Rank held M&T Bank as of Q3 2016.

Based on IKOS CIF's 13F filing for Q3 2016, filed 10 Nov 2016.