Global Financial Private Capital’s M&T Bank MTB Stock Holding History

Global Financial Private Capital’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 Q4	–	Sell	-3,146	Closed	-$518K	–	447
2018 Q3	$518K	Buy	3,146 +968	+44%	+$168K	0.02%	377
2018 Q2	$371K	Buy	+2,178	New	+$390K	0.01%	423

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 $3.38T AUM 44.17% 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

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

Global Financial Private Capital's MTB Position: Q4 2018 in Review

Global Financial Private Capital sold out of M&T Bank (MTB) in Q4 2018, closing a stake of 3,146 shares — an estimated $518K sold.

Global Financial Private Capital first reported a position in MTB in Q2 2018 and held it in 2 quarters. The position peaked at $518K in Q3 2018. 689 funds tracked by Wall St. Rank hold MTB as of Q4 2018.

Global Financial Private Capital reported no remaining M&T Bank position as of Q4 2018 after selling out during the quarter.
Global Financial Private Capital sold 3,146 M&T Bank shares in Q4 2018, an estimated $518K.
Global Financial Private Capital first reported a position in M&T Bank in Q2 2018 and held it in 2 quarters.
Global Financial Private Capital's M&T Bank position peaked at $518K in Q3 2018.
689 funds tracked by Wall St. Rank held M&T Bank as of Q4 2018.

Based on Global Financial Private Capital's 13F filing for Q4 2018, filed 5 Feb 2019.