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Cornerstone Advisors’s M&T Bank MTB Stock Holding History

Cornerstone 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
2017
Q1 		– Sell
-8,000
Closed -$1.25M – 254
2016
Q4 		$1.25M Buy
8,000
+5,000
+167% +$677K 0.23% 106
2016
Q3 		$348K Buy
+3,000
New +$349K 0.09% 172

Other funds holding MTB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $1.56T AUM 27.86% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Cornerstone Advisors's MTB Position: Q1 2017 in Review

Cornerstone Advisors sold out of M&T Bank (MTB) in Q1 2017, closing a stake of 8,000 shares — an estimated $1.25M sold.

Cornerstone Advisors first reported a position in MTB in Q3 2016 and held it in 2 quarters. The position peaked at $1.25M in Q4 2016. 579 funds tracked by Wall St. Rank hold MTB as of Q1 2017.

  • Cornerstone Advisors reported no remaining M&T Bank position as of Q1 2017 after selling out during the quarter.
  • Cornerstone Advisors sold 8,000 M&T Bank shares in Q1 2017, an estimated $1.25M.
  • Cornerstone Advisors first reported a position in M&T Bank in Q3 2016 and held it in 2 quarters.
  • Cornerstone Advisors's M&T Bank position peaked at $1.25M in Q4 2016.
  • 579 funds tracked by Wall St. Rank held M&T Bank as of Q1 2017.

Based on Cornerstone Advisors's 13F filing for Q1 2017, filed 10 May 2017.