M&T Bank
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M&T Bank’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

M&T Bank’s Portfolio AOR Stock Details AOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-62,711
Closed -$2.59M – 1599
2018
Q4 		$2.59M Buy
+62,711
New +$2.68M 0.01% 434

Other funds holding AOR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SWPG
Strategic Wealth Partners Group Deerfield, Illinois $906M AUM 23.4% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CFA
Cahill Financial Advisors Edina, Minnesota $924M AUM 16.55% 1-Year Est. Return

M&T Bank's AOR Position: Q1 2019 in Review

M&T Bank sold out of iShares Core 60/40 Balanced Allocation ETF (AOR) in Q1 2019, closing a stake of 62,711 shares — an estimated $2.59M sold.

M&T Bank first reported a position in AOR in Q4 2018 and held it in 1 quarter. The position peaked at $2.59M in Q4 2018. 170 funds tracked by Wall St. Rank hold AOR as of Q1 2019.

  • M&T Bank reported no remaining iShares Core 60/40 Balanced Allocation ETF position as of Q1 2019 after selling out during the quarter.
  • M&T Bank sold 62,711 iShares Core 60/40 Balanced Allocation ETF shares in Q1 2019, an estimated $2.59M.
  • M&T Bank first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2018 and held it in 1 quarter.
  • M&T Bank's iShares Core 60/40 Balanced Allocation ETF position peaked at $2.59M in Q4 2018.
  • 170 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q1 2019.

Based on M&T Bank's 13F filing for Q1 2019, filed 15 May 2019.