Baltimore-Washington Financial Advisors’s M&T Bank MTB Stock Holding History

Baltimore-Washington Financial Advisors’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
2020 Q1	–	Sell	-1,669	Closed	-$283K	–	122
2019 Q4	$283K	Hold	1,669	–	–	0.04%	103
2019 Q3	$263K	Hold	1,669	–	–	0.04%	105
2019 Q2	$284K	Sell	1,669 -330	-17%	-$54.7K	0.05%	96
2019 Q1	$313K	Buy	+1,999	New	+$328K	0.05%	92
2015 Q4	–	Sell	-669	Closed	-$81K	–	196
2015 Q3	$81K	Hold	669	–	–	0.03%	112
2015 Q2	$83K	Hold	669	–	–	0.02%	113
2015 Q1	$85K	Hold	669	–	–	0.02%	115
2014 Q4	$84K	Hold	669	–	–	0.03%	120
2014 Q3	$83K	Sell	669 -150	-18%	-$18.5K	0.03%	121
2014 Q2	$102K	Buy	819 +150	+22%	+$18.3K	0.03%	128
2014 Q1	$81K	Sell	669 -150	-18%	-$17.3K	0.03%	118
2013 Q4	$95K	Hold	819	–	–	0.03%	130
2013 Q3	$92K	Buy	819 +150	+22%	+$17.4K	0.04%	98
2013 Q2	$75K	Buy	+669	New	+$69K	0.03%	98

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Baltimore-Washington Financial Advisors's MTB Position: Q1 2020 in Review

Baltimore-Washington Financial Advisors sold out of M&T Bank (MTB) in Q1 2020, closing a stake of 1,669 shares — an estimated $283K sold.

Baltimore-Washington Financial Advisors first reported a position in MTB in Q2 2013 and held it in 14 quarters. The position peaked at $313K in Q1 2019. 592 funds tracked by Wall St. Rank hold MTB as of Q1 2020.

Baltimore-Washington Financial Advisors reported no remaining M&T Bank position as of Q1 2020 after selling out during the quarter.
Baltimore-Washington Financial Advisors sold 1,669 M&T Bank shares in Q1 2020, an estimated $283K.
Baltimore-Washington Financial Advisors first reported a position in M&T Bank in Q2 2013 and held it in 14 quarters.
Baltimore-Washington Financial Advisors's M&T Bank position peaked at $313K in Q1 2019.
592 funds tracked by Wall St. Rank held M&T Bank as of Q1 2020.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q1 2020, filed 28 Apr 2020.