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Constellation Investments’s M&T Bank MTB Stock Holding History

Constellation Investments’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
2016
Q1 		$400K Buy
3,600
+100
+3% +$10.9K 0.07% 279
2015
Q4 		$424K Buy
3,500
+600
+21% +$73.1K 0.08% 266
2015
Q3 		$354K Hold
2,900
– – 0.07% 287
2015
Q2 		$362K Buy
2,900
+100
+4% +$12.3K 0.07% 300
2015
Q1 		$356K Buy
2,800
+100
+4% +$12.1K 0.07% 309
2014
Q4 		$339K Buy
2,700
+100
+4% +$12.3K 0.07% 313
2014
Q3 		$321K Buy
2,600
+100
+4% +$12.3K 0.07% 299
2014
Q2 		$310K Hold
2,500
– – 0.07% 305
2014
Q1 		$303K Buy
2,500
+100
+4% +$11.5K 0.07% 299
2013
Q4 		$279K Buy
2,400
+200
+9% +$22.7K 0.07% 310
2013
Q3 		$246K Buy
2,200
+200
+10% +$23.1K 0.08% 297
2013
Q2 		$224K Buy
+2,000
New +$206K 0.08% 294

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 $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AAM
Aberdeen Asset Management Aberdeen, United Kingdom $30B AUM 22.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Constellation Investments's MTB Position: Q1 2016 in Review

Constellation Investments increased its M&T Bank (MTB) stake by 2.9% in Q1 2016, buying an estimated $10.9K and bringing the position to 3,600 shares worth $400K. The position accounts for 0.07% of the portfolio, ranked #279.

Constellation Investments first reported a position in MTB in Q2 2013 and has held it in 12 quarters since. The position peaked at $424K in Q4 2015. 520 funds tracked by Wall St. Rank hold MTB as of Q1 2016.

  • Constellation Investments held 3,600 shares of M&T Bank worth $400K as of Q1 2016.
  • Constellation Investments bought 100 M&T Bank shares in Q1 2016, an estimated $10.9K.
  • M&T Bank made up 0.07% of Constellation Investments's portfolio in Q1 2016, its #279 holding.
  • Constellation Investments first reported a position in M&T Bank in Q2 2013 and has held it in 12 quarters since.
  • Constellation Investments's M&T Bank position peaked at $424K in Q4 2015.
  • 520 funds tracked by Wall St. Rank held M&T Bank as of Q1 2016.

Based on Constellation Investments's 13F filing for Q1 2016, filed 28 Apr 2016.