Foresters Investment Management’s M&T Bank MTB Stock Holding History

Foresters Investment Management’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 Q1	–	Sell	-4,769	Closed	-$815K	–	507
2017 Q4	$815K	Buy	4,769 +157	+3%	+$26K	0.01%	361
2017 Q3	$743K	Buy	4,612 +1,071	+30%	+$168K	0.01%	349
2017 Q2	$573K	Buy	+3,541	New	+$559K	0.01%	361
2014 Q1	–	Sell	-93,500	Closed	-$10.9M	–	277
2013 Q4	$10.9M	Sell	93,500 -199,100	-68%	-$22.6M	0.24%	142
2013 Q3	$32.7M	Sell	292,600 -20,000	-6%	-$2.31M	0.8%	35
2013 Q2	$34.9M	Buy	+312,600	New	+$32.2M	1.05%	22

Other funds holding MTB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Foresters Investment Management's MTB Position: Q1 2018 in Review

Foresters Investment Management sold out of M&T Bank (MTB) in Q1 2018, closing a stake of 4,769 shares — an estimated $815K sold.

Foresters Investment Management first reported a position in MTB in Q2 2013 and held it in 6 quarters. The position peaked at $34.9M in Q2 2013. 644 funds tracked by Wall St. Rank hold MTB as of Q1 2018.

Foresters Investment Management reported no remaining M&T Bank position as of Q1 2018 after selling out during the quarter.
Foresters Investment Management sold 4,769 M&T Bank shares in Q1 2018, an estimated $815K.
Foresters Investment Management first reported a position in M&T Bank in Q2 2013 and held it in 6 quarters.
Foresters Investment Management's M&T Bank position peaked at $34.9M in Q2 2013.
644 funds tracked by Wall St. Rank held M&T Bank as of Q1 2018.

Based on Foresters Investment Management's 13F filing for Q1 2018, filed 11 May 2018.