Guardian Investor Services’s M&T Bank MTB Stock Holding History

Guardian Investor Services’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 Q1	$116K	Hold	911	–	–	0.09%	263
2014 Q4	$114K	Sell	911 -22	-2%	-$2.7K	0.09%	267
2014 Q3	$115K	Sell	933 -42	-4%	-$5.17K	0.09%	253
2014 Q2	$121K	Sell	975 -30	-3%	-$3.65K	0.09%	257
2014 Q1	$122K	Sell	1,005 -37	-4%	-$4.27K	0.09%	258
2013 Q4	$121K	Buy	1,042 +48	+5%	+$5.46K	0.09%	270
2013 Q3	$111K	Hold	994	–	–	0.09%	267
2013 Q2	$111K	Buy	+994	New	+$102K	0.1%	255

Other funds holding MTB

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

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

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

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

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

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

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

Guardian Investor Services's MTB Position: Q1 2015 in Review

Guardian Investor Services held its M&T Bank (MTB) position steady in Q1 2015 at 911 shares worth $116K. The position accounts for 0.09% of the portfolio, ranked #263.

Guardian Investor Services first reported a position in MTB in Q2 2013 and has held it in 8 quarters since. The position peaked at $122K in Q1 2014. 525 funds tracked by Wall St. Rank hold MTB as of Q1 2015.

Guardian Investor Services held 911 shares of M&T Bank worth $116K as of Q1 2015.
Guardian Investor Services left its M&T Bank share count unchanged in Q1 2015.
M&T Bank made up 0.09% of Guardian Investor Services's portfolio in Q1 2015, its #263 holding.
Guardian Investor Services first reported a position in M&T Bank in Q2 2013 and has held it in 8 quarters since.
Guardian Investor Services's M&T Bank position peaked at $122K in Q1 2014.
525 funds tracked by Wall St. Rank held M&T Bank as of Q1 2015.

Based on Guardian Investor Services's 13F filing for Q1 2015, filed 5 May 2015.