Baldwin Wealth Partners’s M&T Bank MTB Stock Holding History

Baldwin Wealth Partners’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 Q1	–	Sell	-400	Closed	-$63K	–	523
2016 Q4	$63K	Hold	400	–	–	0.01%	270
2016 Q3	$46K	Hold	400	–	–	0.01%	306
2016 Q2	$47K	Hold	400	–	–	0.01%	275
2016 Q1	$44K	Buy	+400	New	+$43.4K	0.01%	311
2015 Q1	–	Sell	-2,295	Closed	-$288K	–	255
2014 Q4	$288K	Buy	2,295 +410	+22%	+$50.3K	0.04%	203
2014 Q3	$232K	Buy	+1,885	New	+$232K	0.03%	232

Other funds holding MTB

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

BlackRock New York $6.73T AUM 46.02% 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

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

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

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Baldwin Wealth Partners's MTB Position: Q1 2017 in Review

Baldwin Wealth Partners sold out of M&T Bank (MTB) in Q1 2017, closing a stake of 400 shares — an estimated $63K sold.

Baldwin Wealth Partners first reported a position in MTB in Q3 2014 and held it in 6 quarters. The position peaked at $288K in Q4 2014. 579 funds tracked by Wall St. Rank hold MTB as of Q1 2017.

Baldwin Wealth Partners reported no remaining M&T Bank position as of Q1 2017 after selling out during the quarter.
Baldwin Wealth Partners sold 400 M&T Bank shares in Q1 2017, an estimated $63K.
Baldwin Wealth Partners first reported a position in M&T Bank in Q3 2014 and held it in 6 quarters.
Baldwin Wealth Partners's M&T Bank position peaked at $288K in Q4 2014.
579 funds tracked by Wall St. Rank held M&T Bank as of Q1 2017.

Based on Baldwin Wealth Partners's 13F filing for Q1 2017, filed 17 Apr 2017.