CapWealth Advisors’s M&T Bank MTB Stock Holding History

CapWealth 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
2016 Q4	–	Sell	-4	Closed	–	–	201
2016 Q3	$0	Buy	+4	New	+$465	﹤0.01%	320

Other funds holding MTB

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

CapWealth Advisors's MTB Position: Q4 2016 in Review

CapWealth Advisors sold out of M&T Bank (MTB) in Q4 2016, closing a stake of 4 shares.

CapWealth Advisors first reported a position in MTB in Q3 2016 and held it in 1 quarter. The position peaked at $0 in Q3 2016. 577 funds tracked by Wall St. Rank hold MTB as of Q4 2016.

CapWealth Advisors reported no remaining M&T Bank position as of Q4 2016 after selling out during the quarter.
CapWealth Advisors sold 4 M&T Bank shares in Q4 2016.
CapWealth Advisors first reported a position in M&T Bank in Q3 2016 and held it in 1 quarter.
CapWealth Advisors's M&T Bank position peaked at $0 in Q3 2016.
577 funds tracked by Wall St. Rank held M&T Bank as of Q4 2016.

Based on CapWealth Advisors's 13F filing for Q4 2016, filed 14 Feb 2017.