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

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

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Formidable Asset Management's MTB Position: Q2 2019 in Review

Formidable Asset Management sold out of M&T Bank (MTB) in Q2 2019, closing a stake of 12,447 shares — an estimated $607K sold.

Formidable Asset Management first reported a position in MTB in Q3 2013 and held it in 12 quarters. The position peaked at $607K in Q1 2019. 676 funds tracked by Wall St. Rank hold MTB as of Q2 2019.

Formidable Asset Management reported no remaining M&T Bank position as of Q2 2019 after selling out during the quarter.
Formidable Asset Management sold 12,447 M&T Bank shares in Q2 2019, an estimated $607K.
Formidable Asset Management first reported a position in M&T Bank in Q3 2013 and held it in 12 quarters.
Formidable Asset Management's M&T Bank position peaked at $607K in Q1 2019.
676 funds tracked by Wall St. Rank held M&T Bank as of Q2 2019.

Based on Formidable Asset Management's 13F filing for Q2 2019, filed 15 Oct 2019.