M&T Bank’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

M&T Bank’s Portfolio AOA Stock Details AOA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	–	Sell	-55,441	Closed	-$2.49M	–	1728
2015 Q4	$2.49M	Buy	+55,441	New	+$2.53M	0.02%	492
2015 Q1	–	Sell	-19,255	Closed	-$891K	–	2085
2014 Q4	$891K	Buy	+19,255	New	+$884K	0.01%	919

Other funds holding AOA

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

PWAG

Polaris Wealth Advisory Group San Rafael, California $1.31B AUM 17.95% 1-Year Est. Return

M&T Bank's AOA Position: Q1 2016 in Review

M&T Bank sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q1 2016, closing a stake of 55,441 shares — an estimated $2.49M sold.

M&T Bank first reported a position in AOA in Q4 2014 and held it in 2 quarters. The position peaked at $2.49M in Q4 2015. 75 funds tracked by Wall St. Rank hold AOA as of Q1 2016.

M&T Bank reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q1 2016 after selling out during the quarter.
M&T Bank sold 55,441 iShares Core 80/20 Aggressive Allocation ETF shares in Q1 2016, an estimated $2.49M.
M&T Bank first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2014 and held it in 2 quarters.
M&T Bank's iShares Core 80/20 Aggressive Allocation ETF position peaked at $2.49M in Q4 2015.
75 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q1 2016.

Based on M&T Bank's 13F filing for Q1 2016, filed 11 May 2016.