Gupta Wealth Management’s M&T Bank MTB Stock Holding History

Gupta Wealth 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
2016 Q1	–	Sell	-9	Closed	-$1K	–	1230
2015 Q4	$1K	Hold	9	–	–	﹤0.01%	1195
2015 Q3	$1K	Hold	9	–	–	﹤0.01%	1209
2015 Q2	$1K	Hold	9	–	–	﹤0.01%	1206
2015 Q1	$1K	Buy	+9	New	+$1.09K	﹤0.01%	1105

Other funds holding MTB

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

AAM

Aberdeen Asset Management Aberdeen, United Kingdom $30B AUM 22.69% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Gupta Wealth Management's MTB Position: Q1 2016 in Review

Gupta Wealth Management sold out of M&T Bank (MTB) in Q1 2016, closing a stake of 9 shares — an estimated $1K sold.

Gupta Wealth Management first reported a position in MTB in Q1 2015 and held it in 4 quarters. The position peaked at $1K in Q4 2015. 520 funds tracked by Wall St. Rank hold MTB as of Q1 2016.

Gupta Wealth Management reported no remaining M&T Bank position as of Q1 2016 after selling out during the quarter.
Gupta Wealth Management sold 9 M&T Bank shares in Q1 2016, an estimated $1K.
Gupta Wealth Management first reported a position in M&T Bank in Q1 2015 and held it in 4 quarters.
Gupta Wealth Management's M&T Bank position peaked at $1K in Q4 2015.
520 funds tracked by Wall St. Rank held M&T Bank as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.