Advisory Research’s M&T Bank MTB Stock Holding History

Advisory Research’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 Q2	–	Sell	-591	Closed	-$72K	–	552
2014 Q1	$72K	Buy	+591	New	+$68.2K	﹤0.01%	426

Other funds holding MTB

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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 16.07% 1-Year Est. Return

Advisory Research's MTB Position: Q2 2014 in Review

Advisory Research sold out of M&T Bank (MTB) in Q2 2014, closing a stake of 591 shares — an estimated $72K sold.

Advisory Research first reported a position in MTB in Q1 2014 and held it in 1 quarter. The position peaked at $72K in Q1 2014. 497 funds tracked by Wall St. Rank hold MTB as of Q2 2014.

Advisory Research reported no remaining M&T Bank position as of Q2 2014 after selling out during the quarter.
Advisory Research sold 591 M&T Bank shares in Q2 2014, an estimated $72K.
Advisory Research first reported a position in M&T Bank in Q1 2014 and held it in 1 quarter.
Advisory Research's M&T Bank position peaked at $72K in Q1 2014.
497 funds tracked by Wall St. Rank held M&T Bank as of Q2 2014.

Based on Advisory Research's 13F filing for Q2 2014, filed 14 Aug 2014.