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

Hillsdale 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
Q2 		– Sell
-2,950
Closed -$464K – 651
2019
Q1 		$464K Buy
2,950
+200
+7% +$32.8K 0.04% 337
2018
Q4 		$394K Buy
2,750
+650
+31% +$104K 0.05% 325
2018
Q3 		$346K Hold
2,100
– – 0.05% 248
2018
Q2 		$357K Buy
+2,100
New +$376K 0.04% 270

Other funds holding MTB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Hillsdale Investment Management's MTB Position: Q2 2019 in Review

Hillsdale Investment Management sold out of M&T Bank (MTB) in Q2 2019, closing a stake of 2,950 shares — an estimated $464K sold.

Hillsdale Investment Management first reported a position in MTB in Q2 2018 and held it in 4 quarters. The position peaked at $464K in Q1 2019. 676 funds tracked by Wall St. Rank hold MTB as of Q2 2019.

  • Hillsdale Investment Management reported no remaining M&T Bank position as of Q2 2019 after selling out during the quarter.
  • Hillsdale Investment Management sold 2,950 M&T Bank shares in Q2 2019, an estimated $464K.
  • Hillsdale Investment Management first reported a position in M&T Bank in Q2 2018 and held it in 4 quarters.
  • Hillsdale Investment Management's M&T Bank position peaked at $464K in Q1 2019.
  • 676 funds tracked by Wall St. Rank held M&T Bank as of Q2 2019.

Based on Hillsdale Investment Management's 13F filing for Q2 2019, filed 2 Aug 2019.