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CrestPoint Capital Management’s M&T Bank MTB Stock Holding History

CrestPoint Capital 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
2014
Q2 		– Sell
-2,300
Closed -$279K – 222
2014
Q1 		$279K Buy
2,300
+200
+10% +$23.1K 0.17% 176
2013
Q4 		$244K Buy
+2,100
New +$239K 0.16% 185

Other funds holding MTB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

CrestPoint Capital Management's MTB Position: Q2 2014 in Review

CrestPoint Capital Management sold out of M&T Bank (MTB) in Q2 2014, closing a stake of 2,300 shares — an estimated $279K sold.

CrestPoint Capital Management first reported a position in MTB in Q4 2013 and held it in 2 quarters. The position peaked at $279K in Q1 2014. 497 funds tracked by Wall St. Rank hold MTB as of Q2 2014.

  • CrestPoint Capital Management reported no remaining M&T Bank position as of Q2 2014 after selling out during the quarter.
  • CrestPoint Capital Management sold 2,300 M&T Bank shares in Q2 2014, an estimated $279K.
  • CrestPoint Capital Management first reported a position in M&T Bank in Q4 2013 and held it in 2 quarters.
  • CrestPoint Capital Management's M&T Bank position peaked at $279K in Q1 2014.
  • 497 funds tracked by Wall St. Rank held M&T Bank as of Q2 2014.

Based on CrestPoint Capital Management's 13F filing for Q2 2014, filed 10 Jul 2014.