Advisor Group’s M&T Bank MTB Stock Holding History

Advisor Group’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
2019 Q4	$3.5M	Buy	20,609 +11,714	+132%	+$1.9M	0.02%	551
2019 Q3	$1.41M	Sell	8,895 -11,564	-57%	-$1.82M	0.01%	952
2019 Q2	$3.48M	Sell	20,459 -140	-0.7%	-$23.2K	0.03%	532
2019 Q1	$3.24M	Buy	20,599 +12,195	+145%	+$2M	0.03%	516
2018 Q4	$1.2M	Buy	8,404 +605	+8%	+$96.7K	0.01%	852
2018 Q3	$1.28M	Buy	7,799 +1,791	+30%	+$311K	0.01%	840
2018 Q2	$1.02M	Buy	6,008 +363	+6%	+$65.1K	0.01%	849
2018 Q1	$1.04M	Sell	5,645 -45	-0.8%	-$8.39K	0.01%	844
2017 Q4	$973K	Buy	5,690 +1,498	+36%	+$249K	0.01%	906
2017 Q3	$675K	Buy	4,192 +678	+19%	+$107K	0.01%	1027
2017 Q2	$569K	Buy	3,514 +790	+29%	+$125K	0.01%	1069
2017 Q1	$420K	Buy	2,724 +773	+40%	+$125K	0.01%	1167
2016 Q4	$305K	Buy	1,951 +193	+11%	+$26.1K	0.01%	1294
2016 Q3	$204K	Sell	1,758 -171	-9%	-$19.9K	﹤0.01%	1507
2016 Q2	$226K	Buy	+1,929	New	+$224K	0.01%	1378

Other funds holding MTB

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Wellington Management Group

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Berkshire Hathaway

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

State Farm Mutual Automobile Insurance

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return