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Alexandria Capital’s M&T Bank MTB Stock Holding History

Alexandria Capital’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
-40
Closed -$6K – 412
2017
Q3 		$6K Hold
40
– – ﹤0.01% 445
2017
Q2 		$6K Sell
40
-17
-30% -$2.68K ﹤0.01% 469
2017
Q1 		$9K Sell
57
-218
-79% -$35.3K ﹤0.01% 428
2016
Q4 		$43K Hold
275
– – 0.01% 247
2016
Q3 		$32K Buy
+275
New +$32K 0.01% 297
2016
Q1 		– Sell
-83
Closed -$10K – 642
2015
Q4 		$10K Hold
83
– – ﹤0.01% 449
2015
Q3 		$10K Sell
83
-1
-1% -$125 ﹤0.01% 406
2015
Q2 		$10K Hold
84
– – ﹤0.01% 420
2015
Q1 		$11K Hold
84
– – ﹤0.01% 384
2014
Q4 		$11K Buy
84
+24
+40% +$2.95K ﹤0.01% 351
2014
Q3 		$7K Buy
+60
New +$7.38K ﹤0.01% 401

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Alexandria Capital's MTB Position: Q4 2017 in Review

Alexandria Capital sold out of M&T Bank (MTB) in Q4 2017, closing a stake of 40 shares — an estimated $6K sold.

Alexandria Capital first reported a position in MTB in Q3 2014 and held it in 11 quarters. The position peaked at $43K in Q4 2016. 619 funds tracked by Wall St. Rank hold MTB as of Q4 2017.

  • Alexandria Capital reported no remaining M&T Bank position as of Q4 2017 after selling out during the quarter.
  • Alexandria Capital sold 40 M&T Bank shares in Q4 2017, an estimated $6K.
  • Alexandria Capital first reported a position in M&T Bank in Q3 2014 and held it in 11 quarters.
  • Alexandria Capital's M&T Bank position peaked at $43K in Q4 2016.
  • 619 funds tracked by Wall St. Rank held M&T Bank as of Q4 2017.

Based on Alexandria Capital's 13F filing for Q4 2017, filed 9 Feb 2018.