Kanaly Trust’s M&T Bank MTB Stock Holding History

Kanaly Trust’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	$4K	Hold	27	–	–	﹤0.01%	699
2016 Q3	$3K	Hold	27	–	–	﹤0.01%	734
2016 Q2	$3K	Buy	+27	New	+$3.13K	﹤0.01%	716

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 $2.9T AUM 29.55% 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

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

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

BIT

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Kanaly Trust's MTB Position: Q4 2016 in Review

Kanaly Trust held its M&T Bank (MTB) position steady in Q4 2016 at 27 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #699.

Kanaly Trust first reported a position in MTB in Q2 2016 and has held it in 3 quarters since. 577 funds tracked by Wall St. Rank hold MTB as of Q4 2016.

Kanaly Trust held 27 shares of M&T Bank worth $4K as of Q4 2016.
Kanaly Trust left its M&T Bank share count unchanged in Q4 2016.
M&T Bank made up ﹤0.01% of Kanaly Trust's portfolio in Q4 2016, its #699 holding.
Kanaly Trust first reported a position in M&T Bank in Q2 2016 and has held it in 3 quarters since.
577 funds tracked by Wall St. Rank held M&T Bank as of Q4 2016.

Based on Kanaly Trust's 13F filing for Q4 2016, filed 23 Jan 2017.