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Brandywine Oak Private Wealth’s M&T Bank MTB Stock Holding History

Brandywine Oak Private Wealth’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
Q1 		– Sell
-17
Closed -$2K – 475
2018
Q4 		$2K Buy
+17
New +$2.72K ﹤0.01% 663

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State Street
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Fidelity Investments
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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
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Brandywine Oak Private Wealth's MTB Position: Q1 2019 in Review

Brandywine Oak Private Wealth sold out of M&T Bank (MTB) in Q1 2019, closing a stake of 17 shares — an estimated $2K sold.

Brandywine Oak Private Wealth first reported a position in MTB in Q4 2018 and held it in 1 quarter. The position peaked at $2K in Q4 2018. 689 funds tracked by Wall St. Rank hold MTB as of Q1 2019.

  • Brandywine Oak Private Wealth reported no remaining M&T Bank position as of Q1 2019 after selling out during the quarter.
  • Brandywine Oak Private Wealth sold 17 M&T Bank shares in Q1 2019, an estimated $2K.
  • Brandywine Oak Private Wealth first reported a position in M&T Bank in Q4 2018 and held it in 1 quarter.
  • Brandywine Oak Private Wealth's M&T Bank position peaked at $2K in Q4 2018.
  • 689 funds tracked by Wall St. Rank held M&T Bank as of Q1 2019.

Based on Brandywine Oak Private Wealth's 13F filing for Q1 2019, filed 9 May 2019.