AIM
MTB icon

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

Assured 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
2019
Q2 		– Sell
-8,064
Closed -$1.27M – 549
2019
Q1 		$1.27M Sell
8,064
-27,521
-77% -$4.52M 0.05% 334
2018
Q4 		$5.09M Buy
35,585
+23,180
+187% +$3.71M 0.18% 177
2018
Q3 		$2.04M Sell
12,405
-10,195
-45% -$1.77M 0.05% 414
2018
Q2 		$3.85M Sell
22,600
-7,628
-25% -$1.37M 0.09% 299
2018
Q1 		$5.57M Buy
+30,228
New +$5.64M 0.17% 201
2017
Q4 		– Sell
-1,492
Closed -$240K – 615
2017
Q3 		$240K Buy
+1,492
New +$234K 0.01% 540
2017
Q2 		– Sell
-2,835
Closed -$439K – 683
2017
Q1 		$439K Buy
+2,835
New +$459K 0.02% 446
2016
Q2 		– Sell
-2,949
Closed -$327K – 650
2016
Q1 		$327K Buy
+2,949
New +$320K 0.01% 412

Other funds holding MTB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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
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