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Fusion Investment Group’s M&T Bank MTB Stock Holding History

Fusion Investment Group’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
2015
Q3 		– Sell
-1,233
Closed -$154K – 182
2015
Q2 		$154K Sell
1,233
-2,198
-64% -$271K 0.12% 103
2015
Q1 		$435K Sell
3,431
-95
-3% -$11.5K 0.35% 60
2014
Q4 		$443K Buy
3,526
+2,084
+145% +$256K 0.37% 52
2014
Q3 		$178K Sell
1,442
-2,080
-59% -$256K 0.15% 81
2014
Q2 		$436K Buy
3,522
+2,626
+293% +$320K 0.38% 50
2014
Q1 		$109K Sell
896
-4,938
-85% -$570K 0.11% 93
2013
Q4 		$679K Buy
+5,834
New +$663K 0.5% 48

Other funds holding MTB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
WP
Wedgewood Partners St Louis, Missouri $484M AUM 14.59% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Fusion Investment Group's MTB Position: Q3 2015 in Review

Fusion Investment Group sold out of M&T Bank (MTB) in Q3 2015, closing a stake of 1,233 shares — an estimated $154K sold.

Fusion Investment Group first reported a position in MTB in Q4 2013 and held it in 7 quarters. The position peaked at $679K in Q4 2013. 525 funds tracked by Wall St. Rank hold MTB as of Q3 2015.

  • Fusion Investment Group reported no remaining M&T Bank position as of Q3 2015 after selling out during the quarter.
  • Fusion Investment Group sold 1,233 M&T Bank shares in Q3 2015, an estimated $154K.
  • Fusion Investment Group first reported a position in M&T Bank in Q4 2013 and held it in 7 quarters.
  • Fusion Investment Group's M&T Bank position peaked at $679K in Q4 2013.
  • 525 funds tracked by Wall St. Rank held M&T Bank as of Q3 2015.

Based on Fusion Investment Group's 13F filing for Q3 2015, filed 16 Nov 2015.