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

Executive 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
Q3 		– Sell
-29
Closed -$5K – 545
2019
Q2 		$5K Hold
29
– – ﹤0.01% 720
2019
Q1 		$5K Hold
29
– – ﹤0.01% 651
2018
Q4 		$4K Buy
+29
New +$4.64K ﹤0.01% 708

Other funds holding MTB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Executive Wealth Management's MTB Position: Q3 2019 in Review

Executive Wealth Management sold out of M&T Bank (MTB) in Q3 2019, closing a stake of 29 shares — an estimated $5K sold.

Executive Wealth Management first reported a position in MTB in Q4 2018 and held it in 3 quarters. The position peaked at $5K in Q2 2019. 640 funds tracked by Wall St. Rank hold MTB as of Q3 2019.

  • Executive Wealth Management reported no remaining M&T Bank position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 29 M&T Bank shares in Q3 2019, an estimated $5K.
  • Executive Wealth Management first reported a position in M&T Bank in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's M&T Bank position peaked at $5K in Q2 2019.
  • 640 funds tracked by Wall St. Rank held M&T Bank as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.