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Hutner Daniel Ellsworth’s M&T Bank MTB Stock Holding History

Hutner Daniel Ellsworth’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
Q2 		$510K Hold
4,312
– – 0.43% 31
2016
Q1 		$479K Sell
4,312
-1,046
-20% -$114K 0.43% 31
2015
Q4 		$649K Buy
+5,358
New +$653K 0.61% 30

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
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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AAM
Aberdeen Asset Management Aberdeen, United Kingdom $30B AUM 22.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Hutner Daniel Ellsworth's MTB Position: Q2 2016 in Review

Hutner Daniel Ellsworth held its M&T Bank (MTB) position steady in Q2 2016 at 4,312 shares worth $510K. The position accounts for 0.43% of the portfolio, ranked #31.

Hutner Daniel Ellsworth first reported a position in MTB in Q4 2015 and has held it in 3 quarters since. The position peaked at $649K in Q4 2015. 523 funds tracked by Wall St. Rank hold MTB as of Q2 2016.

  • Hutner Daniel Ellsworth held 4,312 shares of M&T Bank worth $510K as of Q2 2016.
  • Hutner Daniel Ellsworth left its M&T Bank share count unchanged in Q2 2016.
  • M&T Bank made up 0.43% of Hutner Daniel Ellsworth's portfolio in Q2 2016, its #31 holding.
  • Hutner Daniel Ellsworth first reported a position in M&T Bank in Q4 2015 and has held it in 3 quarters since.
  • Hutner Daniel Ellsworth's M&T Bank position peaked at $649K in Q4 2015.
  • 523 funds tracked by Wall St. Rank held M&T Bank as of Q2 2016.

Based on Hutner Daniel Ellsworth's 13F filing for Q2 2016, filed 11 Aug 2016.