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

Beach 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
Q4 		– Sell
-1,280
Closed -$202K – 39
2019
Q3 		$202K Sell
1,280
-5,530
-81% -$870K 0.45% 36
2019
Q2 		$1.16M Buy
6,810
+440
+7% +$72.9K 1.89% 23
2019
Q1 		$1M Buy
+6,370
New +$1.05M 1.8% 22

Other funds holding MTB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T 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 $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Beach Investment Management's MTB Position: Q4 2019 in Review

Beach Investment Management sold out of M&T Bank (MTB) in Q4 2019, closing a stake of 1,280 shares — an estimated $202K sold.

Beach Investment Management first reported a position in MTB in Q1 2019 and held it in 3 quarters. The position peaked at $1.16M in Q2 2019. 673 funds tracked by Wall St. Rank hold MTB as of Q4 2019.

  • Beach Investment Management reported no remaining M&T Bank position as of Q4 2019 after selling out during the quarter.
  • Beach Investment Management sold 1,280 M&T Bank shares in Q4 2019, an estimated $202K.
  • Beach Investment Management first reported a position in M&T Bank in Q1 2019 and held it in 3 quarters.
  • Beach Investment Management's M&T Bank position peaked at $1.16M in Q2 2019.
  • 673 funds tracked by Wall St. Rank held M&T Bank as of Q4 2019.

Based on Beach Investment Management's 13F filing for Q4 2019, filed 6 Feb 2020.