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

American Assets Investment 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
2017
Q4 		– Sell
-8,420
Closed -$1.36M – 155
2017
Q3 		$1.36M Buy
8,420
+45
+0.5% +$7.07K 0.27% 102
2017
Q2 		$1.36M Buy
+8,375
New +$1.32M 0.28% 99

Other funds holding MTB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

American Assets Investment Management's MTB Position: Q4 2017 in Review

American Assets Investment Management sold out of M&T Bank (MTB) in Q4 2017, closing a stake of 8,420 shares — an estimated $1.36M sold.

American Assets Investment Management first reported a position in MTB in Q2 2017 and held it in 2 quarters. The position peaked at $1.36M in Q3 2017. 619 funds tracked by Wall St. Rank hold MTB as of Q4 2017.

  • American Assets Investment Management reported no remaining M&T Bank position as of Q4 2017 after selling out during the quarter.
  • American Assets Investment Management sold 8,420 M&T Bank shares in Q4 2017, an estimated $1.36M.
  • American Assets Investment Management first reported a position in M&T Bank in Q2 2017 and held it in 2 quarters.
  • American Assets Investment Management's M&T Bank position peaked at $1.36M in Q3 2017.
  • 619 funds tracked by Wall St. Rank held M&T Bank as of Q4 2017.

Based on American Assets Investment Management's 13F filing for Q4 2017, filed 29 Jan 2018.