Gideon Capital Advisors’s M&T Bank MTB Stock Holding History

Gideon Capital Advisors’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 Q4	–	Sell	-1,776	Closed	-$281K	–	353
2019 Q3	$281K	Buy	+1,776	New	+$280K	0.09%	240
2019 Q2	–	Sell	-13,949	Closed	-$2.19M	–	372
2019 Q1	$2.19M	Sell	13,949 -129	-0.9%	-$21.2K	0.78%	24
2018 Q4	$2.02M	Buy	14,078 +8,607	+157%	+$1.38M	0.82%	16
2018 Q3	$900K	Buy	5,471 +3,828	+233%	+$664K	0.42%	62
2018 Q2	$280K	Buy	+1,643	New	+$294K	0.14%	275
2017 Q3	–	Sell	-1,463	Closed	-$237K	–	342
2017 Q2	$237K	Sell	1,463 -1,735	-54%	-$274K	0.26%	189
2017 Q1	$495K	Buy	+3,198	New	+$518K	0.29%	107
2016 Q1	–	Sell	-10,473	Closed	-$1.27M	–	206
2015 Q4	$1.27M	Buy	+10,473	New	+$1.28M	0.92%	31
2015 Q1	–	Sell	-19,485	Closed	-$2.45M	–	277
2014 Q4	$2.45M	Buy	+19,485	New	+$2.39M	1.15%	16
2014 Q3	–	Sell	-4,245	Closed	-$527K	–	337
2014 Q2	$527K	Buy	+4,245	New	+$517K	0.19%	162

Other funds holding MTB

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Gideon Capital Advisors's MTB Position: Q4 2019 in Review

Gideon Capital Advisors sold out of M&T Bank (MTB) in Q4 2019, closing a stake of 1,776 shares — an estimated $281K sold.

Gideon Capital Advisors first reported a position in MTB in Q2 2014 and held it in 10 quarters. The position peaked at $2.45M in Q4 2014. 674 funds tracked by Wall St. Rank hold MTB as of Q4 2019.

Gideon Capital Advisors reported no remaining M&T Bank position as of Q4 2019 after selling out during the quarter.
Gideon Capital Advisors sold 1,776 M&T Bank shares in Q4 2019, an estimated $281K.
Gideon Capital Advisors first reported a position in M&T Bank in Q2 2014 and held it in 10 quarters.
Gideon Capital Advisors's M&T Bank position peaked at $2.45M in Q4 2014.
674 funds tracked by Wall St. Rank held M&T Bank as of Q4 2019.

Based on Gideon Capital Advisors's 13F filing for Q4 2019, filed 11 Feb 2020.