Zions Trust National Association’s M&T Bank MTB Stock Holding History

Zions Trust National Association’s Portfolio MTB Stock Details MTB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	$55K	Buy	441 +229	+108%	+$28.1K	0.08%	85
2014 Q3	$26K	Hold	212	–	–	0.04%	125
2014 Q2	$26K	Hold	212	–	–	0.04%	128
2014 Q1	$26K	Hold	212	–	–	0.04%	130
2013 Q4	$25K	Buy	212 +102	+93%	+$11.6K	0.03%	124
2013 Q3	$12K	Buy	+110	New	+$12.7K	0.02%	149

Other funds holding MTB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

Zions Trust National Association's MTB Position: Q4 2014 in Review

Zions Trust National Association increased its M&T Bank (MTB) stake by 108% in Q4 2014, buying an estimated $28.1K and bringing the position to 441 shares worth $55K. The position accounts for 0.08% of the portfolio, ranked #85.

Zions Trust National Association first reported a position in MTB in Q3 2013 and has held it in 6 quarters since. 529 funds tracked by Wall St. Rank hold MTB as of Q4 2014.

Zions Trust National Association held 441 shares of M&T Bank worth $55K as of Q4 2014.
Zions Trust National Association bought 229 M&T Bank shares in Q4 2014, an estimated $28.1K.
M&T Bank made up 0.08% of Zions Trust National Association's portfolio in Q4 2014, its #85 holding.
Zions Trust National Association first reported a position in M&T Bank in Q3 2013 and has held it in 6 quarters since.
529 funds tracked by Wall St. Rank held M&T Bank as of Q4 2014.

Based on Zions Trust National Association's 13F filing for Q4 2014, filed 12 Jan 2015.