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Capital Investment Advisory Services’s M&T Bank MTB Stock Holding History

Capital Investment Advisory Services’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
Q4 		– Sell
-41
Closed -$6K – 990
2019
Q3 		$6K Hold
41
– – ﹤0.01% 1096
2019
Q2 		$7K Hold
41
– – ﹤0.01% 1060
2019
Q1 		$6K Buy
+41
New +$6.73K ﹤0.01% 940

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State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Berkshire Hathaway
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State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Investment Advisory Services's MTB Position: Q4 2019 in Review

Capital Investment Advisory Services sold out of M&T Bank (MTB) in Q4 2019, closing a stake of 41 shares — an estimated $6K sold.

Capital Investment Advisory Services first reported a position in MTB in Q1 2019 and held it in 3 quarters. The position peaked at $7K in Q2 2019. 674 funds tracked by Wall St. Rank hold MTB as of Q4 2019.

  • Capital Investment Advisory Services reported no remaining M&T Bank position as of Q4 2019 after selling out during the quarter.
  • Capital Investment Advisory Services sold 41 M&T Bank shares in Q4 2019, an estimated $6K.
  • Capital Investment Advisory Services first reported a position in M&T Bank in Q1 2019 and held it in 3 quarters.
  • Capital Investment Advisory Services's M&T Bank position peaked at $7K in Q2 2019.
  • 674 funds tracked by Wall St. Rank held M&T Bank as of Q4 2019.

Based on Capital Investment Advisory Services's 13F filing for Q4 2019, filed 4 Feb 2020.