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Financial Architects (New Jersey)’s M&T Bank MTB Stock Holding History

Financial Architects (New Jersey)’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
2020
Q3 		– Sell
-238
Closed -$25K – 572
2020
Q2 		$25K Buy
238
+3
+1% +$317 0.01% 512
2020
Q1 		$24K Buy
235
+1
+0.4% +$147 0.01% 476
2019
Q4 		$40K Buy
234
+2
+0.9% +$325 0.01% 462
2019
Q3 		$37K Sell
232
-7
-3% -$1.1K 0.01% 488
2019
Q2 		$41K Sell
239
-436
-65% -$72.2K 0.01% 548
2019
Q1 		$106K Buy
675
+22
+3% +$3.61K 0.02% 440
2018
Q4 		$94K Buy
653
+31
+5% +$4.96K 0.02% 416
2018
Q3 		$103K Sell
622
-8
-1% -$1.39K 0.02% 463
2018
Q2 		$108K Buy
630
+1
+0.2% +$179 0.02% 391
2018
Q1 		$116K Sell
629
-23
-4% -$4.29K 0.02% 425
2017
Q4 		$111K Buy
652
+2
+0.3% +$332 0.02% 466
2017
Q3 		$105K Sell
650
-27
-4% -$4.24K 0.02% 492
2017
Q2 		$110K Buy
677
+186
+38% +$29.3K 0.02% 468
2017
Q1 		$76K Sell
491
-284
-37% -$46K 0.01% 542
2016
Q4 		$121K Sell
775
-30
-4% -$4.06K 0.03% 351
2016
Q3 		$94K Buy
805
+75
+10% +$8.71K 0.03% 410
2016
Q2 		$86K Buy
730
+417
+133% +$48.4K 0.02% 403
2016
Q1 		$35K Buy
+313
New +$34K 0.01% 460
2015
Q3 		– Sell
-528
Closed -$66K – 640
2015
Q2 		$66K Buy
528
+47
+10% +$5.79K 0.02% 383
2015
Q1 		$61K Buy
481
+176
+58% +$21.3K 0.02% 368
2014
Q4 		$38K Buy
305
+2
+0.7% +$246 0.02% 389
2014
Q3 		$37K Buy
303
+2
+0.7% +$246 0.02% 355
2014
Q2 		$37K Buy
+301
New +$36.7K 0.02% 372
2013
Q4 		– Sell
-320
Closed -$36K – 403
2013
Q3 		$36K Buy
320
+26
+9% +$3.01K 0.02% 289
2013
Q2 		$33K Buy
+294
New +$30.3K 0.02% 285

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Financial Architects (New Jersey)'s MTB Position: Q3 2020 in Review

Financial Architects (New Jersey) sold out of M&T Bank (MTB) in Q3 2020, closing a stake of 238 shares — an estimated $25K sold.

Financial Architects (New Jersey) first reported a position in MTB in Q2 2013 and held it in 25 quarters. The position peaked at $121K in Q4 2016. 578 funds tracked by Wall St. Rank hold MTB as of Q3 2020.

  • Financial Architects (New Jersey) reported no remaining M&T Bank position as of Q3 2020 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 238 M&T Bank shares in Q3 2020, an estimated $25K.
  • Financial Architects (New Jersey) first reported a position in M&T Bank in Q2 2013 and held it in 25 quarters.
  • Financial Architects (New Jersey)'s M&T Bank position peaked at $121K in Q4 2016.
  • 578 funds tracked by Wall St. Rank held M&T Bank as of Q3 2020.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2020, filed 9 Nov 2020.