Burt Wealth Advisors’s M&T Bank MTB Stock Holding History

Burt Wealth Advisors’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 Q2	–	Sell	-247	Closed	-$26K	–	430
2020 Q1	$26K	Hold	247	–	–	0.01%	208
2019 Q4	$42K	Hold	247	–	–	0.02%	185
2019 Q3	$39K	Hold	247	–	–	0.02%	186
2019 Q2	$42K	Hold	247	–	–	0.02%	181
2019 Q1	$39K	Hold	247	–	–	0.02%	189
2018 Q4	$35K	Hold	247	–	–	0.02%	193
2018 Q3	$41K	Hold	247	–	–	0.02%	195
2018 Q2	$42K	Hold	247	–	–	0.02%	189
2018 Q1	$46K	Hold	247	–	–	0.02%	190
2017 Q4	$42K	Hold	247	–	–	0.03%	195
2017 Q3	$40K	Hold	247	–	–	0.03%	193
2017 Q2	$40K	Hold	247	–	–	0.03%	205
2017 Q1	$38K	Hold	247	–	–	0.03%	189
2016 Q4	$39K	Hold	247	–	–	0.03%	184
2016 Q3	$28K	Hold	247	–	–	0.03%	196
2016 Q2	$29K	Sell	247 -4	-2%	-$464	0.03%	190
2016 Q1	$28K	Sell	251 -31	-11%	-$3.36K	0.03%	211
2015 Q4	$34K	Buy	282 +35	+14%	+$4.27K	0.03%	170
2015 Q3	$30K	Hold	247	–	–	0.04%	159
2015 Q2	$32K	Hold	247	–	–	0.03%	170
2015 Q1	$31K	Hold	247	–	–	0.03%	162
2014 Q4	$31K	Buy	+247	New	+$30.3K	0.03%	162

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

Burt Wealth Advisors's MTB Position: Q2 2020 in Review

Burt Wealth Advisors sold out of M&T Bank (MTB) in Q2 2020, closing a stake of 247 shares — an estimated $26K sold.

Burt Wealth Advisors first reported a position in MTB in Q4 2014 and held it in 22 quarters. The position peaked at $46K in Q1 2018. 595 funds tracked by Wall St. Rank hold MTB as of Q2 2020.

Burt Wealth Advisors reported no remaining M&T Bank position as of Q2 2020 after selling out during the quarter.
Burt Wealth Advisors sold 247 M&T Bank shares in Q2 2020, an estimated $26K.
Burt Wealth Advisors first reported a position in M&T Bank in Q4 2014 and held it in 22 quarters.
Burt Wealth Advisors's M&T Bank position peaked at $46K in Q1 2018.
595 funds tracked by Wall St. Rank held M&T Bank as of Q2 2020.

Based on Burt Wealth Advisors's 13F filing for Q2 2020, filed 5 Aug 2020.