Essex Savings Bank’s M&T Bank MTB Stock Holding History

Essex Savings Bank’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 Q3	–	Sell	-200	Closed	-$34K	–	456
2019 Q2	$34K	Buy	200 +191	+2,122%	+$31.6K	0.01%	501
2019 Q1	$1K	Hold	9	–	–	﹤0.01%	638
2018 Q4	$1K	Buy	+9	New	+$1.44K	﹤0.01%	649

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Essex Savings Bank's MTB Position: Q3 2019 in Review

Essex Savings Bank sold out of M&T Bank (MTB) in Q3 2019, closing a stake of 200 shares — an estimated $34K sold.

Essex Savings Bank first reported a position in MTB in Q4 2018 and held it in 3 quarters. The position peaked at $34K in Q2 2019. 640 funds tracked by Wall St. Rank hold MTB as of Q3 2019.

Essex Savings Bank reported no remaining M&T Bank position as of Q3 2019 after selling out during the quarter.
Essex Savings Bank sold 200 M&T Bank shares in Q3 2019, an estimated $34K.
Essex Savings Bank first reported a position in M&T Bank in Q4 2018 and held it in 3 quarters.
Essex Savings Bank's M&T Bank position peaked at $34K in Q2 2019.
640 funds tracked by Wall St. Rank held M&T Bank as of Q3 2019.

Based on Essex Savings Bank's 13F filing for Q3 2019, filed 30 Oct 2019.