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Goelzer Investment Management’s M&T Bank MTB Stock Holding History

Goelzer Investment 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
Q3 		– Sell
-1,175
Closed -$200K – 262
2019
Q2 		$200K Buy
+1,175
New +$195K 0.02% 253
2014
Q2 		– Sell
-14,463
Closed -$1.75M – 192
2014
Q1 		$1.75M Sell
14,463
-7,390
-34% -$853K 0.31% 124
2013
Q4 		$2.54M Sell
21,853
-1,187
-5% -$135K 0.46% 98
2013
Q3 		$2.58M Sell
23,040
-20,580
-47% -$2.38M 0.53% 93
2013
Q2 		$4.88M Buy
+43,620
New +$4.5M 0.52% 94

Other funds holding MTB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goelzer Investment Management's MTB Position: Q3 2019 in Review

Goelzer Investment Management sold out of M&T Bank (MTB) in Q3 2019, closing a stake of 1,175 shares — an estimated $200K sold.

Goelzer Investment Management first reported a position in MTB in Q2 2013 and held it in 5 quarters. The position peaked at $4.88M in Q2 2013. 640 funds tracked by Wall St. Rank hold MTB as of Q3 2019.

  • Goelzer Investment Management reported no remaining M&T Bank position as of Q3 2019 after selling out during the quarter.
  • Goelzer Investment Management sold 1,175 M&T Bank shares in Q3 2019, an estimated $200K.
  • Goelzer Investment Management first reported a position in M&T Bank in Q2 2013 and held it in 5 quarters.
  • Goelzer Investment Management's M&T Bank position peaked at $4.88M in Q2 2013.
  • 640 funds tracked by Wall St. Rank held M&T Bank as of Q3 2019.

Based on Goelzer Investment Management's 13F filing for Q3 2019, filed 6 Nov 2019.