American Asset Management’s M&T Bank MTB Stock Holding History

American Asset Management’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
2020 Q1	–	Sell	-4,596	Closed	-$780K	–	70
2019 Q4	$780K	Sell	4,596 -200	-4%	-$32.5K	0.5%	31
2019 Q3	$758K	Hold	4,796	–	–	0.52%	28
2019 Q2	$816K	Buy	4,796 +1	+0%	+$166	0.56%	21
2019 Q1	$753K	Buy	4,795 +262	+6%	+$43K	0.57%	26
2018 Q4	$649K	Buy	4,533 +88	+2%	+$14.1K	0.48%	24
2018 Q3	$731K	Hold	4,445	–	–	0.64%	25
2018 Q2	$756K	Buy	4,445 +250	+6%	+$44.8K	0.5%	21
2018 Q1	$774K	Hold	4,195	–	–	0.67%	17
2017 Q4	$717K	Hold	4,195	–	–	0.44%	21
2017 Q3	$676K	Hold	4,195	–	–	0.41%	19
2017 Q2	$679K	Buy	4,195 +2	+0%	+$316	0.38%	21
2017 Q1	$649K	Buy	4,193 +2	+0%	+$324	0.4%	23
2016 Q4	$656K	Buy	4,191 +40	+1%	+$5.41K	0.73%	15
2016 Q3	$482K	Buy	+4,151	New	+$482K	0.27%	24

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Berkshire Hathaway

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 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