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First Personal Financial Services’s M&T Bank MTB Stock Holding History

First Personal Financial Services’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
Q1 		– Sell
-7
Closed -$1K – 445
2019
Q4 		$1K Sell
7
-54
-89% -$8.76K ﹤0.01% 465
2019
Q3 		$10K Hold
61
– – ﹤0.01% 370
2019
Q2 		$10K Buy
61
+7
+13% +$1.16K ﹤0.01% 504
2019
Q1 		$8K Hold
54
– – ﹤0.01% 529
2018
Q4 		$8K Hold
54
– – ﹤0.01% 499
2018
Q3 		$9K Buy
54
+15
+38% +$2.6K ﹤0.01% 512
2018
Q2 		$7K Sell
39
-38
-49% -$6.81K ﹤0.01% 542
2018
Q1 		$15K Sell
77
-11
-13% -$2.05K ﹤0.01% 693
2017
Q4 		$15K Buy
88
+68
+340% +$11.3K ﹤0.01% 705
2017
Q3 		$3K Sell
20
-28
-58% -$4.4K ﹤0.01% 810
2017
Q2 		$8K Hold
48
– – ﹤0.01% 747
2017
Q1 		$7K Hold
48
– – ﹤0.01% 769
2016
Q4 		$8K Hold
48
– – ﹤0.01% 759
2016
Q3 		$6K Sell
48
-21
-30% -$2.44K ﹤0.01% 677
2016
Q2 		$8K Buy
+69
New +$8.01K ﹤0.01% 620
2016
Q1 		– Sell
-17
Closed -$2K – 366
2015
Q4 		$2K Buy
+17
New +$2.07K ﹤0.01% 370

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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

First Personal Financial Services's MTB Position: Q1 2020 in Review

First Personal Financial Services sold out of M&T Bank (MTB) in Q1 2020, closing a stake of 7 shares — an estimated $1K sold.

First Personal Financial Services first reported a position in MTB in Q4 2015 and held it in 16 quarters. The position peaked at $15K in Q1 2018. 592 funds tracked by Wall St. Rank hold MTB as of Q1 2020.

  • First Personal Financial Services reported no remaining M&T Bank position as of Q1 2020 after selling out during the quarter.
  • First Personal Financial Services sold 7 M&T Bank shares in Q1 2020, an estimated $1K.
  • First Personal Financial Services first reported a position in M&T Bank in Q4 2015 and held it in 16 quarters.
  • First Personal Financial Services's M&T Bank position peaked at $15K in Q1 2018.
  • 592 funds tracked by Wall St. Rank held M&T Bank as of Q1 2020.

Based on First Personal Financial Services's 13F filing for Q1 2020, filed 22 Apr 2020.