AIM
MTB icon

Advantage Investment Management’s M&T Bank MTB Stock Holding History

Advantage Investment Management’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
2017
Q4 		– Sell
-11
Closed -$2K – 1045
2017
Q3 		$2K Buy
+11
New +$1.73K ﹤0.01% 947

Other funds holding MTB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Advantage Investment Management's MTB Position: Q4 2017 in Review

Advantage Investment Management sold out of M&T Bank (MTB) in Q4 2017, closing a stake of 11 shares — an estimated $2K sold.

Advantage Investment Management first reported a position in MTB in Q3 2017 and held it in 1 quarter. The position peaked at $2K in Q3 2017. 619 funds tracked by Wall St. Rank hold MTB as of Q4 2017.

  • Advantage Investment Management reported no remaining M&T Bank position as of Q4 2017 after selling out during the quarter.
  • Advantage Investment Management sold 11 M&T Bank shares in Q4 2017, an estimated $2K.
  • Advantage Investment Management first reported a position in M&T Bank in Q3 2017 and held it in 1 quarter.
  • Advantage Investment Management's M&T Bank position peaked at $2K in Q3 2017.
  • 619 funds tracked by Wall St. Rank held M&T Bank as of Q4 2017.

Based on Advantage Investment Management's 13F filing for Q4 2017, filed 12 Feb 2018.