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Clarfeld Financial Advisors’s M&T Bank MTB Stock Holding History

Clarfeld Financial 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
2018
Q4 		$8K Buy
+56
New +$8.95K 0.01% 260

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
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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Clarfeld Financial Advisors's MTB Position: Q4 2018 in Review

Clarfeld Financial Advisors opened a new position in M&T Bank (MTB) in Q4 2018: 56 shares worth $8K. The stake represents 0.01% of the portfolio and ranks #260 among its holdings.

689 funds tracked by Wall St. Rank hold MTB as of Q4 2018.

  • Clarfeld Financial Advisors held 56 shares of M&T Bank worth $8K as of Q4 2018.
  • M&T Bank was a new Clarfeld Financial Advisors position in Q4 2018.
  • M&T Bank made up 0.01% of Clarfeld Financial Advisors's portfolio in Q4 2018, its #260 holding.
  • 689 funds tracked by Wall St. Rank held M&T Bank as of Q4 2018.

Based on Clarfeld Financial Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.