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CT Financial Advisors’s M&T Bank MTB Stock Holding History

CT Financial 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
-6
Closed -$939 – 655
2016
Q4 		$939 Hold
6
– – ﹤0.01% 585
2016
Q3 		$697 Hold
6
– – ﹤0.01% 600
2016
Q2 		$709 Hold
6
– – ﹤0.01% 597
2016
Q1 		$666 Hold
6
– – ﹤0.01% 592
2015
Q4 		$727 Hold
6
– – ﹤0.01% 599
2015
Q3 		$732 Hold
6
– – ﹤0.01% 608
2015
Q2 		$750 Sell
6
-123
-95% -$15.1K ﹤0.01% 596
2015
Q1 		$16.4K Hold
129
– – 0.01% 414
2014
Q4 		$16.2K Buy
+129
New +$15.8K 0.01% 337
2014
Q1 		$16.4K Buy
+129
New +$14.9K 0.01% 414

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

CT Financial Advisors's MTB Position: Q1 2017 in Review

CT Financial Advisors sold out of M&T Bank (MTB) in Q1 2017, closing a stake of 6 shares — an estimated $939 sold.

CT Financial Advisors first reported a position in MTB in Q1 2014 and held it in 10 quarters. The position peaked at $16.4K in Q1 2015. 579 funds tracked by Wall St. Rank hold MTB as of Q1 2017.

  • CT Financial Advisors reported no remaining M&T Bank position as of Q1 2017 after selling out during the quarter.
  • CT Financial Advisors sold 6 M&T Bank shares in Q1 2017, an estimated $939.
  • CT Financial Advisors first reported a position in M&T Bank in Q1 2014 and held it in 10 quarters.
  • CT Financial Advisors's M&T Bank position peaked at $16.4K in Q1 2015.
  • 579 funds tracked by Wall St. Rank held M&T Bank as of Q1 2017.

Based on CT Financial Advisors's 13F filing for Q1 2017, filed 7 Apr 2017.