CWM
MTB icon

Chesapeake Wealth Management’s M&T Bank MTB Stock Holding History

Chesapeake Wealth Management’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
Q3 		– Sell
-3,261
Closed -$555K – 194
2018
Q2 		$555K Buy
3,261
+643
+25% +$115K 0.26% 99
2018
Q1 		$483K Buy
+2,618
New +$488K 0.22% 104

Other funds holding MTB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Chesapeake Wealth Management's MTB Position: Q3 2018 in Review

Chesapeake Wealth Management sold out of M&T Bank (MTB) in Q3 2018, closing a stake of 3,261 shares — an estimated $555K sold.

Chesapeake Wealth Management first reported a position in MTB in Q1 2018 and held it in 2 quarters. The position peaked at $555K in Q2 2018. 683 funds tracked by Wall St. Rank hold MTB as of Q3 2018.

  • Chesapeake Wealth Management reported no remaining M&T Bank position as of Q3 2018 after selling out during the quarter.
  • Chesapeake Wealth Management sold 3,261 M&T Bank shares in Q3 2018, an estimated $555K.
  • Chesapeake Wealth Management first reported a position in M&T Bank in Q1 2018 and held it in 2 quarters.
  • Chesapeake Wealth Management's M&T Bank position peaked at $555K in Q2 2018.
  • 683 funds tracked by Wall St. Rank held M&T Bank as of Q3 2018.

Based on Chesapeake Wealth Management's 13F filing for Q3 2018, filed 14 Nov 2018.