FGC
MTB icon

Financial Gravity Companies’s M&T Bank MTB Stock Holding History

Financial Gravity Companies’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
Q4 		$30K Buy
+185
New +$29.6K 0.03% 433
2018
Q1 		$1K Hold
6
– – ﹤0.01% 1204
2017
Q4 		$1K Buy
+6
New +$996 ﹤0.01% 1166

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Financial Gravity Companies's MTB Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in M&T Bank (MTB) in Q4 2018: 185 shares worth $30K. The stake represents 0.03% of the portfolio and ranks #433 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in MTB as recently as Q1 2018.

Financial Gravity Companies first reported a position in MTB in Q4 2017 and has held it in 3 quarters since. 689 funds tracked by Wall St. Rank hold MTB as of Q4 2018.

  • Financial Gravity Companies held 185 shares of M&T Bank worth $30K as of Q4 2018.
  • M&T Bank was a new Financial Gravity Companies position in Q4 2018.
  • M&T Bank made up 0.03% of Financial Gravity Companies's portfolio in Q4 2018, its #433 holding.
  • Financial Gravity Companies first reported a position in M&T Bank in Q4 2017 and has held it in 3 quarters since.
  • 689 funds tracked by Wall St. Rank held M&T Bank as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.