M&T Bank’s Invesco Zacks Mid-Cap ETF CZA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q2	–	Sell	-4,500	Closed	-$220K	–	1715
2016 Q1	$220K	Hold	4,500	–	–	﹤0.01%	1432
2015 Q4	$216K	Hold	4,500	–	–	﹤0.01%	1469
2015 Q3	$212K	Hold	4,500	–	–	﹤0.01%	1499
2015 Q2	$229K	Hold	4,500	–	–	﹤0.01%	1679
2015 Q1	$231K	Hold	4,500	–	–	﹤0.01%	1652
2014 Q4	$223K	Hold	4,500	–	–	﹤0.01%	1686
2014 Q3	$217K	Buy	+4,500	New	+$220K	﹤0.01%	1829

Other funds holding CZA

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

WDL

Well Done LLC Holland, Michigan $681M AUM 13.87% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

LIM

Leavell Investment Management Mobile, Alabama $2.44B AUM 23.07% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

M&T Bank's CZA Position: Q2 2016 in Review

M&T Bank sold out of Invesco Zacks Mid-Cap ETF (CZA) in Q2 2016, closing a stake of 4,500 shares — an estimated $220K sold.

M&T Bank first reported a position in CZA in Q3 2014 and held it in 7 quarters. The position peaked at $231K in Q1 2015. 31 funds tracked by Wall St. Rank hold CZA as of Q2 2016.

M&T Bank reported no remaining Invesco Zacks Mid-Cap ETF position as of Q2 2016 after selling out during the quarter.
M&T Bank sold 4,500 Invesco Zacks Mid-Cap ETF shares in Q2 2016, an estimated $220K.
M&T Bank first reported a position in Invesco Zacks Mid-Cap ETF in Q3 2014 and held it in 7 quarters.
M&T Bank's Invesco Zacks Mid-Cap ETF position peaked at $231K in Q1 2015.
31 funds tracked by Wall St. Rank held Invesco Zacks Mid-Cap ETF as of Q2 2016.

Based on M&T Bank's 13F filing for Q2 2016, filed 4 Aug 2016.