EWM
MTB icon

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

Evercore 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
2018
Q1 		– Sell
-1,000
Closed -$171K – 635
2017
Q4 		$171K Hold
1,000
– – 0.01% 385
2017
Q3 		$161K Hold
1,000
– – 0.01% 392
2017
Q2 		$162K Hold
1,000
– – 0.01% 396
2017
Q1 		$155K Sell
1,000
-359
-26% -$58.1K 0.01% 411
2016
Q4 		$212K Buy
1,359
+8
+0.6% +$1.08K 0.01% 358
2016
Q3 		$157K Hold
1,351
– – 0.01% 420
2016
Q2 		$159K Hold
1,351
– – 0.01% 396
2016
Q1 		$150K Sell
1,351
-1,239
-48% -$134K 0.01% 402
2015
Q4 		$314K Buy
2,590
+1,239
+92% +$151K 0.01% 310
2015
Q3 		$165K Hold
1,351
– – 0.01% 412
2015
Q2 		$169K Hold
1,351
– – 0.01% 448
2015
Q1 		$172K Buy
1,351
+351
+35% +$42.5K 0.01% 445
2014
Q4 		$126K Hold
1,000
– – 0.01% 425
2014
Q3 		$123K Sell
1,000
-169
-14% -$20.8K 0.01% 477
2014
Q2 		$145K Buy
1,169
+169
+17% +$20.6K 0.01% 446
2014
Q1 		$121K Hold
1,000
– – 0.01% 452
2013
Q4 		$116K Sell
1,000
-97
-9% -$11K 0.01% 436
2013
Q3 		$123K Buy
1,097
+97
+10% +$11.2K 0.01% 459
2013
Q2 		$112K Buy
+1,000
New +$103K 0.01% 477

Other funds holding MTB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return