FineMark National Bank & Trust’s M&T Bank MTB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-3,445
| Closed | -$356K | – | 379 |
|
|
2020
Q1 | $356K | Sell |
3,445
-30,517
| -90% | -$4.49M | 0.02% | 258 |
|
|
2019
Q4 | $5.76M | Sell |
33,962
-1,708
| -5% | -$277K | 0.29% | 80 |
|
|
2019
Q3 | $5.63M | Buy |
35,670
+1,803
| +5% | +$284K | 0.3% | 77 |
|
|
2019
Q2 | $5.76M | Buy |
33,867
+1,831
| +6% | +$303K | 0.32% | 75 |
|
|
2019
Q1 | $5.03M | Buy |
32,036
+2,199
| +7% | +$361K | 0.29% | 80 |
|
|
2018
Q4 | $4.27M | Sell |
29,837
-846
| -3% | -$135K | 0.29% | 80 |
|
|
2018
Q3 | $5.05M | Buy |
+30,683
| New | +$5.32M | 0.31% | 78 |
|
|
2017
Q1 | – | Sell |
-343
| Closed | -$54K | – | 762 |
|
|
2016
Q4 | $54K | Buy |
343
+105
| +44% | +$14.2K | ﹤0.01% | 607 |
|
|
2016
Q3 | $27K | Hold |
238
| – | – | ﹤0.01% | 748 |
|
|
2016
Q2 | $29K | Buy |
238
+20
| +9% | +$2.32K | ﹤0.01% | 744 |
|
|
2016
Q1 | $24K | Sell |
218
-6,356
| -97% | -$690K | ﹤0.01% | 747 |
|
|
2015
Q4 | $797K | Sell |
6,574
-59
| -0.9% | -$7.19K | 0.1% | 157 |
|
|
2015
Q3 | $809K | Sell |
6,633
-516
| -7% | -$64.5K | 0.11% | 153 |
|
|
2015
Q2 | $893K | Buy |
7,149
+1,174
| +20% | +$145K | 0.12% | 156 |
|
|
2015
Q1 | $759K | Sell |
5,975
-118
| -2% | -$14.3K | 0.1% | 170 |
|
|
2014
Q4 | $765K | Sell |
6,093
-159
| -3% | -$19.5K | 0.11% | 164 |
|
|
2014
Q3 | $770K | Buy |
6,252
+319
| +5% | +$39.3K | 0.12% | 156 |
|
|
2014
Q2 | $736K | Buy |
5,933
+18
| +0.3% | +$2.19K | 0.12% | 158 |
|
|
2014
Q1 | $717K | Sell |
5,915
-4,021
| -40% | -$464K | 0.13% | 152 |
|
|
2013
Q4 | $1.16M | Buy |
9,936
+3,562
| +56% | +$405K | 0.24% | 114 |
|
|
2013
Q3 | $714K | Buy |
6,374
+6,322
| +12,158% | +$732K | 0.18% | 127 |
|
|
2013
Q2 | $6K | Buy |
+52
| New | +$5.36K | ﹤0.01% | 1061 |
|
Other funds holding MTB
