Columbia Asset Management’s M&T Bank MTB Stock Holding History

Columbia Asset 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 Q2	–	Sell	-2,275	Closed	-$419K	–	182
2018 Q1	$419K	Sell	2,275 -200	-8%	-$37.3K	0.12%	133
2017 Q4	$423K	Buy	2,475 +1,160	+88%	+$192K	0.12%	133
2017 Q3	$212K	Buy	+1,315	New	+$207K	0.07%	166

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

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

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

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

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Columbia Asset Management's MTB Position: Q2 2018 in Review

Columbia Asset Management sold out of M&T Bank (MTB) in Q2 2018, closing a stake of 2,275 shares — an estimated $419K sold.

Columbia Asset Management first reported a position in MTB in Q3 2017 and held it in 3 quarters. The position peaked at $423K in Q4 2017. 670 funds tracked by Wall St. Rank hold MTB as of Q2 2018.

Columbia Asset Management reported no remaining M&T Bank position as of Q2 2018 after selling out during the quarter.
Columbia Asset Management sold 2,275 M&T Bank shares in Q2 2018, an estimated $419K.
Columbia Asset Management first reported a position in M&T Bank in Q3 2017 and held it in 3 quarters.
Columbia Asset Management's M&T Bank position peaked at $423K in Q4 2017.
670 funds tracked by Wall St. Rank held M&T Bank as of Q2 2018.

Based on Columbia Asset Management's 13F filing for Q2 2018, filed 14 Aug 2018.