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 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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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

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

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Evercore Wealth Management's MTB Position: Q1 2018 in Review

Evercore Wealth Management sold out of M&T Bank (MTB) in Q1 2018, closing a stake of 1,000 shares — an estimated $171K sold.

Evercore Wealth Management first reported a position in MTB in Q2 2013 and held it in 19 quarters. The position peaked at $314K in Q4 2015. 644 funds tracked by Wall St. Rank hold MTB as of Q1 2018.

Evercore Wealth Management reported no remaining M&T Bank position as of Q1 2018 after selling out during the quarter.
Evercore Wealth Management sold 1,000 M&T Bank shares in Q1 2018, an estimated $171K.
Evercore Wealth Management first reported a position in M&T Bank in Q2 2013 and held it in 19 quarters.
Evercore Wealth Management's M&T Bank position peaked at $314K in Q4 2015.
644 funds tracked by Wall St. Rank held M&T Bank as of Q1 2018.

Based on Evercore Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.