M&T Bank’s iShares Dow Jones US ETF IYY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q3	–	Sell	-3,970	Closed	-$208K	–	1746
2016 Q2	$208K	Hold	3,970	–	–	﹤0.01%	1441
2016 Q1	$203K	Sell	3,970 -246	-6%	-$11.9K	﹤0.01%	1468
2015 Q4	$215K	Hold	4,216	–	–	﹤0.01%	1472
2015 Q3	$203K	Hold	4,216	–	–	﹤0.01%	1532
2015 Q2	$220K	Buy	+4,216	New	+$224K	﹤0.01%	1712

Other funds holding IYY

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LWA

Lowe Wealth Advisors Columbia, Maryland $274M AUM 14.31% 1-Year Est. Return

AAC

Asset Advisors Corp Augusta, Georgia $575M AUM 14.42% 1-Year Est. Return

M&T Bank's IYY Position: Q3 2016 in Review

M&T Bank sold out of iShares Dow Jones US ETF (IYY) in Q3 2016, closing a stake of 3,970 shares — an estimated $208K sold.

M&T Bank first reported a position in IYY in Q2 2015 and held it in 5 quarters. The position peaked at $220K in Q2 2015. 105 funds tracked by Wall St. Rank hold IYY as of Q3 2016.

M&T Bank reported no remaining iShares Dow Jones US ETF position as of Q3 2016 after selling out during the quarter.
M&T Bank sold 3,970 iShares Dow Jones US ETF shares in Q3 2016, an estimated $208K.
M&T Bank first reported a position in iShares Dow Jones US ETF in Q2 2015 and held it in 5 quarters.
M&T Bank's iShares Dow Jones US ETF position peaked at $220K in Q2 2015.
105 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q3 2016.

Based on M&T Bank's 13F filing for Q3 2016, filed 4 Nov 2016.