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Choate Investment Advisors’s M&T Bank MTB Stock Holding History

Choate Investment 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
2014
Q3 		– Sell
-1,715
Closed -$213K – 288
2014
Q2 		$213K Sell
1,715
-880
-34% -$107K 0.01% 254
2014
Q1 		$315K Buy
+2,595
New +$299K 0.02% 225

Other funds holding MTB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Choate Investment Advisors's MTB Position: Q3 2014 in Review

Choate Investment Advisors sold out of M&T Bank (MTB) in Q3 2014, closing a stake of 1,715 shares — an estimated $213K sold.

Choate Investment Advisors first reported a position in MTB in Q1 2014 and held it in 2 quarters. The position peaked at $315K in Q1 2014. 511 funds tracked by Wall St. Rank hold MTB as of Q3 2014.

  • Choate Investment Advisors reported no remaining M&T Bank position as of Q3 2014 after selling out during the quarter.
  • Choate Investment Advisors sold 1,715 M&T Bank shares in Q3 2014, an estimated $213K.
  • Choate Investment Advisors first reported a position in M&T Bank in Q1 2014 and held it in 2 quarters.
  • Choate Investment Advisors's M&T Bank position peaked at $315K in Q1 2014.
  • 511 funds tracked by Wall St. Rank held M&T Bank as of Q3 2014.

Based on Choate Investment Advisors's 13F filing for Q3 2014, filed 13 Nov 2014.