M&T Bank
AGZ icon

M&T Bank’s iShares Agency Bond ETF AGZ Stock Holding History

M&T Bank’s Portfolio AGZ Stock Details AGZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-5,001
Closed -$562K – 2123
2014
Q3 		$562K Buy
+5,001
New +$562K ﹤0.01% 1183

Other funds holding AGZ

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BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ACP
Ashfield Capital Partners San Francisco, California $1.19B AUM 14.56% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

M&T Bank's AGZ Position: Q4 2014 in Review

M&T Bank sold out of iShares Agency Bond ETF (AGZ) in Q4 2014, closing a stake of 5,001 shares — an estimated $562K sold.

M&T Bank first reported a position in AGZ in Q3 2014 and held it in 1 quarter. The position peaked at $562K in Q3 2014. 60 funds tracked by Wall St. Rank hold AGZ as of Q4 2014.

  • M&T Bank reported no remaining iShares Agency Bond ETF position as of Q4 2014 after selling out during the quarter.
  • M&T Bank sold 5,001 iShares Agency Bond ETF shares in Q4 2014, an estimated $562K.
  • M&T Bank first reported a position in iShares Agency Bond ETF in Q3 2014 and held it in 1 quarter.
  • M&T Bank's iShares Agency Bond ETF position peaked at $562K in Q3 2014.
  • 60 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q4 2014.

Based on M&T Bank's 13F filing for Q4 2014, filed 12 Feb 2015.