M&T Bank’s ALPS Equal Sector Weight ETF EQL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-340,251	Closed	-$1.2M	–	1598
2019 Q4	$1.2M	Buy	340,251 +330,357	+3,339%	+$8.5M	0.01%	562
2019 Q3	$249K	Sell	9,894 -90	-0.9%	-$2.25K	﹤0.01%	1310
2019 Q2	$247K	Hold	9,984	–	–	﹤0.01%	1319
2019 Q1	$240K	Buy	+9,984	New	+$231K	﹤0.01%	1307
2018 Q2	–	Sell	-10,308	Closed	-$233K	–	1573
2018 Q1	$233K	Buy	+10,308	New	+$240K	﹤0.01%	1355

Other funds holding EQL

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

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

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

BWM

Bernicke Wealth Management Altoona, Wisconsin $135M AUM 4.61% 1-Year Est. Return

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

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

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

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

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

RJA

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

M&T Bank's EQL Position: Q1 2020 in Review

M&T Bank sold out of ALPS Equal Sector Weight ETF (EQL) in Q1 2020, closing a stake of 340,251 shares — an estimated $1.2M sold.

M&T Bank first reported a position in EQL in Q1 2018 and held it in 5 quarters. The position peaked at $1.2M in Q4 2019. 25 funds tracked by Wall St. Rank hold EQL as of Q1 2020.

M&T Bank reported no remaining ALPS Equal Sector Weight ETF position as of Q1 2020 after selling out during the quarter.
M&T Bank sold 340,251 ALPS Equal Sector Weight ETF shares in Q1 2020, an estimated $1.2M.
M&T Bank first reported a position in ALPS Equal Sector Weight ETF in Q1 2018 and held it in 5 quarters.
M&T Bank's ALPS Equal Sector Weight ETF position peaked at $1.2M in Q4 2019.
25 funds tracked by Wall St. Rank held ALPS Equal Sector Weight ETF as of Q1 2020.

Based on M&T Bank's 13F filing for Q1 2020, filed 14 May 2020.