Capital Guardian Trust’s M&T Bank MTB Stock Holding History

Capital Guardian Trust’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 Q4	–	Sell	-93	Closed	-$15K	–	396
2018 Q3	$15K	Buy	+93	New	+$16.1K	﹤0.01%	438
2017 Q2	–	Sell	-918	Closed	-$142K	–	427
2017 Q1	$142K	Hold	918	–	–	﹤0.01%	356
2016 Q4	$144K	Sell	918 -399	-30%	-$54K	﹤0.01%	369
2016 Q3	$153K	Hold	1,317	–	–	﹤0.01%	351
2016 Q2	$156K	Hold	1,317	–	–	﹤0.01%	348
2016 Q1	$146K	Hold	1,317	–	–	﹤0.01%	348
2015 Q4	$160K	Sell	1,317 -250	-16%	-$30.5K	﹤0.01%	357
2015 Q3	$191K	Buy	1,567 +250	+19%	+$31.3K	﹤0.01%	326
2015 Q2	$165K	Sell	1,317 -213	-14%	-$26.2K	﹤0.01%	347
2015 Q1	$194K	Buy	1,530 +1,509	+7,186%	+$183K	﹤0.01%	337
2014 Q4	$3K	Buy	21 +1	+5%	+$123	﹤0.01%	501
2014 Q3	$2K	Buy	+20	New	+$2.46K	﹤0.01%	598

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

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

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

Capital Guardian Trust's MTB Position: Q4 2018 in Review

Capital Guardian Trust sold out of M&T Bank (MTB) in Q4 2018, closing a stake of 93 shares — an estimated $15K sold.

Capital Guardian Trust first reported a position in MTB in Q3 2014 and held it in 12 quarters. The position peaked at $194K in Q1 2015. 689 funds tracked by Wall St. Rank hold MTB as of Q4 2018.

Capital Guardian Trust reported no remaining M&T Bank position as of Q4 2018 after selling out during the quarter.
Capital Guardian Trust sold 93 M&T Bank shares in Q4 2018, an estimated $15K.
Capital Guardian Trust first reported a position in M&T Bank in Q3 2014 and held it in 12 quarters.
Capital Guardian Trust's M&T Bank position peaked at $194K in Q1 2015.
689 funds tracked by Wall St. Rank held M&T Bank as of Q4 2018.

Based on Capital Guardian Trust's 13F filing for Q4 2018, filed 14 Feb 2019.