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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Advisor Group's MTB Position: Q4 2019 in Review

Advisor Group increased its M&T Bank (MTB) stake by 132% in Q4 2019, buying an estimated $1.9M and bringing the position to 20,609 shares worth $3.5M. The position accounts for 0.02% of the portfolio, ranked #551.

Advisor Group first reported a position in MTB in Q2 2016 and has held it in 15 quarters since. 674 funds tracked by Wall St. Rank hold MTB as of Q4 2019.

  • Advisor Group held 20,609 shares of M&T Bank worth $3.5M as of Q4 2019.
  • Advisor Group bought 11,714 M&T Bank shares in Q4 2019, an estimated $1.9M.
  • M&T Bank made up 0.02% of Advisor Group's portfolio in Q4 2019, its #551 holding.
  • Advisor Group first reported a position in M&T Bank in Q2 2016 and has held it in 15 quarters since.
  • 674 funds tracked by Wall St. Rank held M&T Bank as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.