Calton & Associates’s M&T Bank MTB Stock Holding History

Calton & 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
2018 Q2	–	Sell	-2,164	Closed	-$399K	–	359
2018 Q1	$399K	Buy	2,164 +1,221	+129%	+$228K	0.12%	181
2017 Q4	$178K	Buy	+943	New	+$156K	0.04%	368

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

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

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

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Calton & Associates's MTB Position: Q2 2018 in Review

Calton & Associates sold out of M&T Bank (MTB) in Q2 2018, closing a stake of 2,164 shares — an estimated $399K sold.

Calton & Associates first reported a position in MTB in Q4 2017 and held it in 2 quarters. The position peaked at $399K in Q1 2018. 670 funds tracked by Wall St. Rank hold MTB as of Q2 2018.

Calton & Associates reported no remaining M&T Bank position as of Q2 2018 after selling out during the quarter.
Calton & Associates sold 2,164 M&T Bank shares in Q2 2018, an estimated $399K.
Calton & Associates first reported a position in M&T Bank in Q4 2017 and held it in 2 quarters.
Calton & Associates's M&T Bank position peaked at $399K in Q1 2018.
670 funds tracked by Wall St. Rank held M&T Bank as of Q2 2018.

Based on Calton & Associates's 13F filing for Q2 2018, filed 10 Aug 2018.