Bruderman Asset Management’s M&T Bank MTB Stock Holding History

Bruderman Asset 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
2019 Q2	–	Sell	-51	Closed	-$8K	–	394
2019 Q1	$8K	Hold	51	–	–	﹤0.01%	460
2018 Q4	$7K	Buy	+51	New	+$8.15K	﹤0.01%	465
2018 Q3	–	Sell	-133	Closed	-$23K	–	360
2018 Q2	$23K	Buy	+133	New	+$23.8K	0.01%	260
2016 Q1	–	Sell	-65	Closed	-$8K	–	408
2015 Q4	$8K	Hold	65	–	–	﹤0.01%	351
2015 Q3	$8K	Hold	65	–	–	﹤0.01%	358
2015 Q2	$8K	Buy	+65	New	+$8.01K	﹤0.01%	367

Other funds holding MTB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bruderman Asset Management's MTB Position: Q2 2019 in Review

Bruderman Asset Management sold out of M&T Bank (MTB) in Q2 2019, closing a stake of 51 shares — an estimated $8K sold.

Bruderman Asset Management first reported a position in MTB in Q2 2015 and held it in 6 quarters. The position peaked at $23K in Q2 2018. 676 funds tracked by Wall St. Rank hold MTB as of Q2 2019.

Bruderman Asset Management reported no remaining M&T Bank position as of Q2 2019 after selling out during the quarter.
Bruderman Asset Management sold 51 M&T Bank shares in Q2 2019, an estimated $8K.
Bruderman Asset Management first reported a position in M&T Bank in Q2 2015 and held it in 6 quarters.
Bruderman Asset Management's M&T Bank position peaked at $23K in Q2 2018.
676 funds tracked by Wall St. Rank held M&T Bank as of Q2 2019.

Based on Bruderman Asset Management's 13F filing for Q2 2019, filed 12 Aug 2019.