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Haverford Financial Services’s M&T Bank MTB Stock Holding History

Haverford Financial 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
2014
Q3 		– Sell
-2,295
Closed -$284K – 50
2014
Q2 		$284K Sell
2,295
-298
-11% -$36.3K 0.12% 38
2014
Q1 		$315K Sell
2,593
-163
-6% -$18.8K 0.14% 37
2013
Q4 		$321K Buy
2,756
+10
+0.4% +$1.14K 0.15% 41
2013
Q3 		$307K Buy
+2,746
New +$318K 0.17% 38

Other funds holding MTB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Haverford Financial Services's MTB Position: Q3 2014 in Review

Haverford Financial Services sold out of M&T Bank (MTB) in Q3 2014, closing a stake of 2,295 shares — an estimated $284K sold.

Haverford Financial Services first reported a position in MTB in Q3 2013 and held it in 4 quarters. The position peaked at $321K in Q4 2013. 511 funds tracked by Wall St. Rank hold MTB as of Q3 2014.

  • Haverford Financial Services reported no remaining M&T Bank position as of Q3 2014 after selling out during the quarter.
  • Haverford Financial Services sold 2,295 M&T Bank shares in Q3 2014, an estimated $284K.
  • Haverford Financial Services first reported a position in M&T Bank in Q3 2013 and held it in 4 quarters.
  • Haverford Financial Services's M&T Bank position peaked at $321K in Q4 2013.
  • 511 funds tracked by Wall St. Rank held M&T Bank as of Q3 2014.

Based on Haverford Financial Services's 13F filing for Q3 2014, filed 30 Oct 2014.