BWFM
MTB icon

Bridgewater Wealth & Financial Management’s M&T Bank MTB Stock Holding History

Bridgewater Wealth & Financial Management’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
2017
Q4 		$8.31M Sell
48,599
-632
-1% -$105K 3.32% 11
2017
Q3 		$7.93M Sell
49,231
-218
-0.4% -$34.3K 3.25% 10
2017
Q2 		$8.01M Buy
49,449
+4,382
+10% +$691K 2.67% 8
2017
Q1 		$6.97M Sell
45,067
-3
-0% -$485 2.55% 11
2016
Q4 		$7.05M Sell
45,070
-1,779
-4% -$241K 2.67% 12
2016
Q3 		$5.44M Buy
46,849
+255
+0.5% +$29.6K 2% 21
2016
Q2 		$5.51M Sell
46,594
-65
-0.1% -$7.54K 1.99% 19
2016
Q1 		$5.18M Buy
46,659
+992
+2% +$108K 1.88% 23
2015
Q4 		$5.53M Buy
45,667
+2,303
+5% +$281K 2.15% 23
2015
Q3 		$5.29M Buy
43,364
+1,746
+4% +$218K 2.19% 21
2015
Q2 		$5.2M Buy
41,618
+761
+2% +$93.7K 2.2% 22
2015
Q1 		$5.19M Buy
40,857
+434
+1% +$52.5K 2.21% 20
2014
Q4 		$5.08M Buy
+40,423
New +$4.96M 2.07% 22

Other funds holding MTB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bridgewater Wealth & Financial Management's MTB Position: Q4 2017 in Review

Bridgewater Wealth & Financial Management reduced its M&T Bank (MTB) stake by 1.3% in Q4 2017, selling an estimated $105K and leaving 48,599 shares worth $8.31M. The position accounts for 3.32% of the portfolio, ranked #11.

Bridgewater Wealth & Financial Management first reported a position in MTB in Q4 2014 and has held it in 13 quarters since. 619 funds tracked by Wall St. Rank hold MTB as of Q4 2017.

  • Bridgewater Wealth & Financial Management held 48,599 shares of M&T Bank worth $8.31M as of Q4 2017.
  • Bridgewater Wealth & Financial Management sold 632 M&T Bank shares in Q4 2017, an estimated $105K.
  • M&T Bank made up 3.32% of Bridgewater Wealth & Financial Management's portfolio in Q4 2017, its #11 holding.
  • Bridgewater Wealth & Financial Management first reported a position in M&T Bank in Q4 2014 and has held it in 13 quarters since.
  • 619 funds tracked by Wall St. Rank held M&T Bank as of Q4 2017.

Based on Bridgewater Wealth & Financial Management's 13F filing for Q4 2017, filed 13 Feb 2018.