AMG National Trust Bank’s M&T Bank MTB Stock Holding History

AMG National Trust Bank’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 Q2	–	Sell	-2,138	Closed	-$331K	–	261
2017 Q1	$331K	Sell	2,138 -226	-10%	-$36.6K	0.03%	206
2016 Q4	$370K	Hold	2,364	–	–	0.03%	197
2016 Q3	$274K	Sell	2,364 -145	-6%	-$16.8K	0.02%	215
2016 Q2	$297K	Sell	2,509 -95	-4%	-$11K	0.03%	216
2016 Q1	$289K	Hold	2,604	–	–	0.03%	217
2015 Q4	$316K	Hold	2,604	–	–	0.03%	217
2015 Q3	$318K	Hold	2,604	–	–	0.03%	220
2015 Q2	$325K	Sell	2,604 -650	-20%	-$80K	0.03%	215
2015 Q1	$413K	Sell	3,254 -1,536	-32%	-$186K	0.04%	195
2014 Q4	$602K	Hold	4,790	–	–	0.06%	155
2014 Q3	$591K	Hold	4,790	–	–	0.06%	155
2014 Q2	$594K	Hold	4,790	–	–	0.06%	164
2014 Q1	$581K	Hold	4,790	–	–	0.06%	164
2013 Q4	$558K	Hold	4,790	–	–	0.06%	169
2013 Q3	$536K	Buy	+4,790	New	+$554K	0.07%	153

Other funds holding MTB

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

AMG National Trust Bank's MTB Position: Q2 2017 in Review

AMG National Trust Bank sold out of M&T Bank (MTB) in Q2 2017, closing a stake of 2,138 shares — an estimated $331K sold.

AMG National Trust Bank first reported a position in MTB in Q3 2013 and held it in 15 quarters. The position peaked at $602K in Q4 2014. 585 funds tracked by Wall St. Rank hold MTB as of Q2 2017.

AMG National Trust Bank reported no remaining M&T Bank position as of Q2 2017 after selling out during the quarter.
AMG National Trust Bank sold 2,138 M&T Bank shares in Q2 2017, an estimated $331K.
AMG National Trust Bank first reported a position in M&T Bank in Q3 2013 and held it in 15 quarters.
AMG National Trust Bank's M&T Bank position peaked at $602K in Q4 2014.
585 funds tracked by Wall St. Rank held M&T Bank as of Q2 2017.

Based on AMG National Trust Bank's 13F filing for Q2 2017, filed 10 Aug 2017.