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Alera Investment Advisors’s M&T Bank MTB Stock Holding History

Alera Investment Advisors’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
Q2 		– Sell
-29
Closed -$5K – 660
2019
Q1 		$5K Sell
29
-10
-26% -$1.64K ﹤0.01% 638
2018
Q4 		$6K Buy
+39
New +$6.23K ﹤0.01% 567

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

Alera Investment Advisors's MTB Position: Q2 2019 in Review

Alera Investment Advisors sold out of M&T Bank (MTB) in Q2 2019, closing a stake of 29 shares — an estimated $5K sold.

Alera Investment Advisors first reported a position in MTB in Q4 2018 and held it in 2 quarters. The position peaked at $6K in Q4 2018. 676 funds tracked by Wall St. Rank hold MTB as of Q2 2019.

  • Alera Investment Advisors reported no remaining M&T Bank position as of Q2 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 29 M&T Bank shares in Q2 2019, an estimated $5K.
  • Alera Investment Advisors first reported a position in M&T Bank in Q4 2018 and held it in 2 quarters.
  • Alera Investment Advisors's M&T Bank position peaked at $6K in Q4 2018.
  • 676 funds tracked by Wall St. Rank held M&T Bank as of Q2 2019.

Based on Alera Investment Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.