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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Clear Perspective Advisors's MTB Position: Q3 2018 in Review

Clear Perspective Advisors sold out of M&T Bank (MTB) in Q3 2018, closing a stake of 44 shares — an estimated $7K sold.

Clear Perspective Advisors first reported a position in MTB in Q4 2016 and held it in 7 quarters. The position peaked at $8K in Q1 2018. 683 funds tracked by Wall St. Rank hold MTB as of Q3 2018.

Clear Perspective Advisors reported no remaining M&T Bank position as of Q3 2018 after selling out during the quarter.
Clear Perspective Advisors sold 44 M&T Bank shares in Q3 2018, an estimated $7K.
Clear Perspective Advisors first reported a position in M&T Bank in Q4 2016 and held it in 7 quarters.
Clear Perspective Advisors's M&T Bank position peaked at $8K in Q1 2018.
683 funds tracked by Wall St. Rank held M&T Bank as of Q3 2018.

Based on Clear Perspective Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.