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Clear Perspective Advisors’s M&T Bank MTB Stock Holding History

Clear Perspective 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
Q3 		– Sell
-44
Closed -$7K – 332
2018
Q2 		$7K Hold
44
– – ﹤0.01% 396
2018
Q1 		$8K Hold
44
– – 0.01% 374
2017
Q4 		$8K Hold
44
– – 0.01% 358
2017
Q3 		$7K Hold
44
– – 0.01% 366
2017
Q2 		$7K Hold
44
– – 0.01% 368
2017
Q1 		$7K Hold
44
– – ﹤0.01% 335
2016
Q4 		$7K Buy
+44
New +$5.96K ﹤0.01% 332

Other funds holding MTB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return