Analytic Investors’s M&T Bank MTB Stock Holding History

Analytic Investors’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
2015 Q1	–	Sell	-3,737	Closed	-$469K	–	568
2014 Q4	$469K	Buy	+3,737	New	+$459K	0.01%	427

Other funds holding MTB

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Wedgewood Partners St Louis, Missouri $484M AUM 16.04% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Analytic Investors's MTB Position: Q1 2015 in Review

Analytic Investors sold out of M&T Bank (MTB) in Q1 2015, closing a stake of 3,737 shares — an estimated $469K sold.

Analytic Investors first reported a position in MTB in Q4 2014 and held it in 1 quarter. The position peaked at $469K in Q4 2014. 525 funds tracked by Wall St. Rank hold MTB as of Q1 2015.

Analytic Investors reported no remaining M&T Bank position as of Q1 2015 after selling out during the quarter.
Analytic Investors sold 3,737 M&T Bank shares in Q1 2015, an estimated $469K.
Analytic Investors first reported a position in M&T Bank in Q4 2014 and held it in 1 quarter.
Analytic Investors's M&T Bank position peaked at $469K in Q4 2014.
525 funds tracked by Wall St. Rank held M&T Bank as of Q1 2015.

Based on Analytic Investors's 13F filing for Q1 2015, filed 21 May 2015.