Destination Wealth Management’s M&T Bank MTB Stock Holding History

Destination Wealth 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
2019 Q2	–	Sell	-4	Closed	-$1K	–	686
2019 Q1	$1K	Buy	+4	New	+$657	﹤0.01%	650
2018 Q4	–	Sell	-8	Closed	-$1K	–	642
2018 Q3	$1K	Sell	8 -125	-94%	-$21.7K	﹤0.01%	652
2018 Q2	$23K	Sell	133 -77	-37%	-$13.8K	﹤0.01%	335
2018 Q1	$39K	Buy	+210	New	+$39.1K	﹤0.01%	281

Other funds holding MTB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Destination Wealth Management's MTB Position: Q2 2019 in Review

Destination Wealth Management sold out of M&T Bank (MTB) in Q2 2019, closing a stake of 4 shares — an estimated $1K sold.

Destination Wealth Management first reported a position in MTB in Q1 2018 and held it in 4 quarters. The position peaked at $39K in Q1 2018. 676 funds tracked by Wall St. Rank hold MTB as of Q2 2019.

Destination Wealth Management reported no remaining M&T Bank position as of Q2 2019 after selling out during the quarter.
Destination Wealth Management sold 4 M&T Bank shares in Q2 2019, an estimated $1K.
Destination Wealth Management first reported a position in M&T Bank in Q1 2018 and held it in 4 quarters.
Destination Wealth Management's M&T Bank position peaked at $39K in Q1 2018.
676 funds tracked by Wall St. Rank held M&T Bank as of Q2 2019.

Based on Destination Wealth Management's 13F filing for Q2 2019, filed 19 Jul 2019.