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Belmont Global Advisors’s M&T Bank MTB Stock Holding History

Belmont Global 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
2015
Q4 		– Sell
-5,000
Closed -$610K – 79
2015
Q3 		$610K Hold
5,000
– – 1.04% 27
2015
Q2 		$625K Buy
+5,000
New +$616K 0.69% 33

Other funds holding MTB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
WP
Wedgewood Partners St Louis, Missouri $484M AUM 16.04% 1-Year Est. Return

Belmont Global Advisors's MTB Position: Q4 2015 in Review

Belmont Global Advisors sold out of M&T Bank (MTB) in Q4 2015, closing a stake of 5,000 shares — an estimated $610K sold.

Belmont Global Advisors first reported a position in MTB in Q2 2015 and held it in 2 quarters. The position peaked at $625K in Q2 2015. 554 funds tracked by Wall St. Rank hold MTB as of Q4 2015.

  • Belmont Global Advisors reported no remaining M&T Bank position as of Q4 2015 after selling out during the quarter.
  • Belmont Global Advisors sold 5,000 M&T Bank shares in Q4 2015, an estimated $610K.
  • Belmont Global Advisors first reported a position in M&T Bank in Q2 2015 and held it in 2 quarters.
  • Belmont Global Advisors's M&T Bank position peaked at $625K in Q2 2015.
  • 554 funds tracked by Wall St. Rank held M&T Bank as of Q4 2015.

Based on Belmont Global Advisors's 13F filing for Q4 2015, filed 16 Feb 2016.