Financial Engines Advisors
MTB icon

Financial Engines Advisors’s M&T Bank MTB Stock Holding History

Financial Engines Advisors’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
2017
Q2 		– Sell
-10
Closed -$1K – 108
2017
Q1 		$1K Buy
10
+1
+11% +$162 ﹤0.01% 106
2016
Q4 		$1K Buy
+9
New +$1.22K ﹤0.01% 75

Other funds holding MTB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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 $1.56T 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Financial Engines Advisors's MTB Position: Q2 2017 in Review

Financial Engines Advisors sold out of M&T Bank (MTB) in Q2 2017, closing a stake of 10 shares — an estimated $1K sold.

Financial Engines Advisors first reported a position in MTB in Q4 2016 and held it in 2 quarters. The position peaked at $1K in Q1 2017. 585 funds tracked by Wall St. Rank hold MTB as of Q2 2017.

  • Financial Engines Advisors reported no remaining M&T Bank position as of Q2 2017 after selling out during the quarter.
  • Financial Engines Advisors sold 10 M&T Bank shares in Q2 2017, an estimated $1K.
  • Financial Engines Advisors first reported a position in M&T Bank in Q4 2016 and held it in 2 quarters.
  • Financial Engines Advisors's M&T Bank position peaked at $1K in Q1 2017.
  • 585 funds tracked by Wall St. Rank held M&T Bank as of Q2 2017.

Based on Financial Engines Advisors's 13F filing for Q2 2017, filed 2 Aug 2017.