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BHF Kleinwort Benson Group’s M&T Bank MTB Stock Holding History

BHF Kleinwort Benson Group’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
2014
Q4 		– Sell
-3,500
Closed -$432K – 500
2014
Q3 		$432K Hold
3,500
– – 0.01% 307
2014
Q2 		$434K Sell
3,500
-1,683
-32% -$205K 0.01% 326
2014
Q1 		$629K Buy
5,183
+2,756
+114% +$318K 0.02% 298
2013
Q4 		$283K Sell
2,427
-30,465
-93% -$3.46M 0.02% 218
2013
Q3 		$3.68M Sell
32,892
-25,919
-44% -$3M 0.5% 57
2013
Q2 		$6.57M Buy
+58,811
New +$6.06M 0.83% 36

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

BHF Kleinwort Benson Group's MTB Position: Q4 2014 in Review

BHF Kleinwort Benson Group sold out of M&T Bank (MTB) in Q4 2014, closing a stake of 3,500 shares — an estimated $432K sold.

BHF Kleinwort Benson Group first reported a position in MTB in Q2 2013 and held it in 6 quarters. The position peaked at $6.57M in Q2 2013. 529 funds tracked by Wall St. Rank hold MTB as of Q4 2014.

  • BHF Kleinwort Benson Group reported no remaining M&T Bank position as of Q4 2014 after selling out during the quarter.
  • BHF Kleinwort Benson Group sold 3,500 M&T Bank shares in Q4 2014, an estimated $432K.
  • BHF Kleinwort Benson Group first reported a position in M&T Bank in Q2 2013 and held it in 6 quarters.
  • BHF Kleinwort Benson Group's M&T Bank position peaked at $6.57M in Q2 2013.
  • 529 funds tracked by Wall St. Rank held M&T Bank as of Q4 2014.

Based on BHF Kleinwort Benson Group's 13F filing for Q4 2014, filed 17 Feb 2015.