Integrated Wealth Management (Palm Desert)’s M&T Bank MTB Stock Holding History

Integrated Wealth Management (Palm Desert)’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 Q4	–	Sell	-32	Closed	-$4K	–	731
2016 Q3	$4K	Hold	32	–	–	﹤0.01%	956
2016 Q2	$4K	Hold	32	–	–	﹤0.01%	962
2016 Q1	$4K	Sell	32 -37	-54%	-$4.01K	﹤0.01%	895
2015 Q4	$8K	Sell	69 -18	-21%	-$2.19K	﹤0.01%	827
2015 Q3	$11K	Hold	87	–	–	﹤0.01%	741
2015 Q2	$11K	Hold	87	–	–	﹤0.01%	771
2015 Q1	$11K	Buy	+87	New	+$10.5K	﹤0.01%	745

Other funds holding MTB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $1.81T 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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s MTB Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of M&T Bank (MTB) in Q4 2016, closing a stake of 32 shares — an estimated $4K sold.

Integrated Wealth Management (Palm Desert) first reported a position in MTB in Q1 2015 and held it in 7 quarters. The position peaked at $11K in Q3 2015. 577 funds tracked by Wall St. Rank hold MTB as of Q4 2016.

Integrated Wealth Management (Palm Desert) reported no remaining M&T Bank position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 32 M&T Bank shares in Q4 2016, an estimated $4K.
Integrated Wealth Management (Palm Desert) first reported a position in M&T Bank in Q1 2015 and held it in 7 quarters.
Integrated Wealth Management (Palm Desert)'s M&T Bank position peaked at $11K in Q3 2015.
577 funds tracked by Wall St. Rank held M&T Bank as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.