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Braun-Bostich & Associates’s M&T Bank MTB Stock Holding History

Braun-Bostich & Associates’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
Q3 		– Sell
-37
Closed -$4K – 304
2020
Q2 		$4K Hold
37
– – ﹤0.01% 279
2020
Q1 		$4K Hold
37
– – 0.01% 262
2019
Q4 		$6K Buy
+37
New +$6K 0.01% 276
2019
Q3 		– Sell
-37
Closed -$6K – 220
2019
Q2 		$6K Hold
37
– – 0.01% 283
2019
Q1 		$6K Hold
37
– – 0.01% 288
2018
Q4 		$5K Hold
37
– – 0.01% 288
2018
Q3 		$6K Hold
37
– – 0.01% 289
2018
Q2 		$6K Hold
37
– – 0.01% 271
2018
Q1 		$7K Hold
37
– – 0.01% 280
2017
Q4 		$6K Buy
+37
New +$6.14K 0.01% 272

Other funds holding MTB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Braun-Bostich & Associates's MTB Position: Q3 2020 in Review

Braun-Bostich & Associates sold out of M&T Bank (MTB) in Q3 2020, closing a stake of 37 shares — an estimated $4K sold.

Braun-Bostich & Associates first reported a position in MTB in Q4 2017 and held it in 10 quarters. The position peaked at $7K in Q1 2018. 578 funds tracked by Wall St. Rank hold MTB as of Q3 2020.

  • Braun-Bostich & Associates reported no remaining M&T Bank position as of Q3 2020 after selling out during the quarter.
  • Braun-Bostich & Associates sold 37 M&T Bank shares in Q3 2020, an estimated $4K.
  • Braun-Bostich & Associates first reported a position in M&T Bank in Q4 2017 and held it in 10 quarters.
  • Braun-Bostich & Associates's M&T Bank position peaked at $7K in Q1 2018.
  • 578 funds tracked by Wall St. Rank held M&T Bank as of Q3 2020.

Based on Braun-Bostich & Associates's 13F filing for Q3 2020, filed 9 Oct 2020.