CC
MTB icon

Curian Capital’s M&T Bank MTB Stock Holding History

Curian Capital’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 		– Sell
-1,898
Closed -$230K – 250
2015
Q4 		$230K Sell
1,898
-97,640
-98% -$11.9M 0.02% 439
2015
Q3 		$12.1M Sell
99,538
-39,707
-29% -$4.97M 0.32% 66
2015
Q2 		$17.4M Buy
139,245
+17,974
+15% +$2.21M 0.29% 84
2015
Q1 		$15.4M Buy
121,271
+3,432
+3% +$415K 0.26% 89
2014
Q4 		$14.8M Buy
117,839
+17,000
+17% +$2.09M 0.25% 95
2014
Q3 		$12.4M Buy
100,839
+1,342
+1% +$165K 0.22% 108
2014
Q2 		$12.3M Buy
99,497
+4,416
+5% +$538K 0.22% 106
2014
Q1 		$11.5M Sell
95,081
-24,713
-21% -$2.85M 0.2% 114
2013
Q4 		$13.9M Buy
119,794
+37,434
+45% +$4.25M 0.25% 93
2013
Q3 		$9.22M Buy
82,360
+76,697
+1,354% +$8.87M 0.16% 140
2013
Q2 		$633K Buy
+5,663
New +$584K 0.01% 456

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 $1.9T AUM 41.92% 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
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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 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 $871B AUM 31.28% 1-Year Est. Return

Curian Capital's MTB Position: Q1 2016 in Review

Curian Capital sold out of M&T Bank (MTB) in Q1 2016, closing a stake of 1,898 shares — an estimated $230K sold.

Curian Capital first reported a position in MTB in Q2 2013 and held it in 11 quarters. The position peaked at $17.4M in Q2 2015. 520 funds tracked by Wall St. Rank hold MTB as of Q1 2016.

  • Curian Capital reported no remaining M&T Bank position as of Q1 2016 after selling out during the quarter.
  • Curian Capital sold 1,898 M&T Bank shares in Q1 2016, an estimated $230K.
  • Curian Capital first reported a position in M&T Bank in Q2 2013 and held it in 11 quarters.
  • Curian Capital's M&T Bank position peaked at $17.4M in Q2 2015.
  • 520 funds tracked by Wall St. Rank held M&T Bank as of Q1 2016.

Based on Curian Capital's 13F filing for Q1 2016.