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

Endex 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
2013
Q4 		$136K Hold
1,164
– – 0.13% 196
2013
Q3 		$130K Hold
1,164
– – 0.13% 192
2013
Q2 		$130K Buy
+1,164
New +$120K 0.14% 189

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
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
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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Endex Capital Management's MTB Position: Q4 2013 in Review

Endex Capital Management held its M&T Bank (MTB) position steady in Q4 2013 at 1,164 shares worth $136K. The position accounts for 0.13% of the portfolio, ranked #196.

Endex Capital Management first reported a position in MTB in Q2 2013 and has held it in 3 quarters since. 497 funds tracked by Wall St. Rank hold MTB as of Q4 2013.

  • Endex Capital Management held 1,164 shares of M&T Bank worth $136K as of Q4 2013.
  • Endex Capital Management left its M&T Bank share count unchanged in Q4 2013.
  • M&T Bank made up 0.13% of Endex Capital Management's portfolio in Q4 2013, its #196 holding.
  • Endex Capital Management first reported a position in M&T Bank in Q2 2013 and has held it in 3 quarters since.
  • 497 funds tracked by Wall St. Rank held M&T Bank as of Q4 2013.

Based on Endex Capital Management's 13F filing for Q4 2013, filed 14 Feb 2014.