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

Braun Stacey 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
2016
Q3 		– Sell
-3,000
Closed -$355K – 157
2016
Q2 		$355K Hold
3,000
– – 0.02% 135
2016
Q1 		$333K Hold
3,000
– – 0.02% 140
2015
Q4 		$364K Hold
3,000
– – 0.02% 128
2015
Q3 		$366K Sell
3,000
-1,200
-29% -$150K 0.02% 128
2015
Q2 		$525K Buy
4,200
+1,200
+40% +$148K 0.02% 232
2015
Q1 		$381K Buy
3,000
+600
+25% +$72.6K 0.02% 127
2014
Q4 		$301K Hold
2,400
– – 0.02% 143
2014
Q3 		$296K Hold
2,400
– – 0.02% 142
2014
Q2 		$298K Hold
2,400
– – 0.02% 139
2014
Q1 		$291K Hold
2,400
– – 0.02% 129
2013
Q4 		$279K Hold
2,400
– – 0.02% 129
2013
Q3 		$269K Hold
2,400
– – 0.02% 127
2013
Q2 		$268K Buy
+2,400
New +$247K 0.02% 140

Other funds holding MTB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AAM
Aberdeen Asset Management Aberdeen, United Kingdom $30B AUM 22.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return