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Formidable Asset Management’s M&T Bank MTB Stock Holding History

Formidable Asset 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
2019
Q2 		– Sell
-12,447
Closed -$607K – 299
2019
Q1 		$607K Buy
+12,447
New +$2.04M 0.24% 86
2016
Q2 		– Sell
-400
Closed -$47K – 324
2016
Q1 		$47K Hold
400
– – 0.03% 208
2015
Q4 		$46K Hold
400
– – 0.03% 227
2015
Q3 		$48K Hold
400
– – 0.03% 233
2015
Q2 		$50K Hold
400
– – 0.03% 213
2015
Q1 		$49K Buy
400
+200
+100% +$24.2K 0.03% 205
2014
Q4 		$25K Hold
200
– – 0.02% 247
2014
Q3 		$24K Hold
200
– – 0.02% 244
2014
Q2 		$25K Hold
200
– – 0.02% 259
2014
Q1 		$24K Hold
200
– – 0.02% 240
2013
Q4 		$23K Hold
200
– – 0.02% 256
2013
Q3 		$22K Buy
+200
New +$23.1K 0.02% 231

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Fidelity Investments
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State Street
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Wellington Management Group
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JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Berkshire Hathaway
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State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return