Independent Portfolio Consultants’s M&T Bank MTB Stock Holding History

Independent Portfolio Consultants’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
2017 Q2	$50K	Sell	310 -45	-13%	-$7.1K	0.02%	513
2017 Q1	$55K	Hold	355	–	–	0.02%	550
2016 Q4	$56K	Hold	355	–	–	0.02%	536
2016 Q3	$41K	Sell	355 -485	-58%	-$56.4K	0.01%	578
2016 Q2	$99K	Sell	840 -370	-31%	-$42.9K	0.03%	448
2016 Q1	$134K	Buy	1,210 +855	+241%	+$92.8K	0.04%	431
2015 Q4	$43K	Buy	355 +205	+137%	+$25K	0.01%	591
2015 Q3	$18K	Hold	150	–	–	﹤0.01%	676
2015 Q2	$19K	Buy	150 +133	+782%	+$16.4K	﹤0.01%	714
2015 Q1	$2K	Buy	+17	New	+$2.06K	﹤0.01%	875

Other funds holding MTB

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Independent Portfolio Consultants's MTB Position: Q2 2017 in Review

Independent Portfolio Consultants reduced its M&T Bank (MTB) stake by 13% in Q2 2017, selling an estimated $7.1K and leaving 310 shares worth $50K. The position accounts for 0.02% of the portfolio, ranked #513.

Independent Portfolio Consultants first reported a position in MTB in Q1 2015 and has held it in 10 quarters since. The position peaked at $134K in Q1 2016. 585 funds tracked by Wall St. Rank hold MTB as of Q2 2017.

Independent Portfolio Consultants held 310 shares of M&T Bank worth $50K as of Q2 2017.
Independent Portfolio Consultants sold 45 M&T Bank shares in Q2 2017, an estimated $7.1K.
M&T Bank made up 0.02% of Independent Portfolio Consultants's portfolio in Q2 2017, its #513 holding.
Independent Portfolio Consultants first reported a position in M&T Bank in Q1 2015 and has held it in 10 quarters since.
Independent Portfolio Consultants's M&T Bank position peaked at $134K in Q1 2016.
585 funds tracked by Wall St. Rank held M&T Bank as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.