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Index Management Solutions’s M&T Bank MTB Stock Holding History

Index Management Solutions’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
2015
Q3 		$82K Buy
675
+38
+6% +$4.75K 0.08% 79
2015
Q2 		$80K Buy
637
+380
+148% +$46.8K 0.07% 119
2015
Q1 		$33K Sell
257
-28
-10% -$3.39K 0.02% 227
2014
Q4 		$36K Buy
285
+175
+159% +$21.5K 0.01% 548
2014
Q3 		$14K Sell
110
-32
-23% -$3.94K ﹤0.01% 998
2014
Q2 		$18K Sell
142
-315
-69% -$38.4K ﹤0.01% 983
2014
Q1 		$55K Sell
457
-193
-30% -$22.3K 0.01% 768
2013
Q4 		$76K Buy
650
+155
+31% +$17.6K 0.02% 314
2013
Q3 		$55K Buy
+495
New +$57.3K 0.02% 410

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
WP
Wedgewood Partners St Louis, Missouri $484M AUM 14.59% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Index Management Solutions's MTB Position: Q3 2015 in Review

Index Management Solutions increased its M&T Bank (MTB) stake by 6% in Q3 2015, buying an estimated $4.75K and bringing the position to 675 shares worth $82K. The position accounts for 0.08% of the portfolio, ranked #79.

Index Management Solutions first reported a position in MTB in Q3 2013 and has held it in 9 quarters since. 524 funds tracked by Wall St. Rank hold MTB as of Q3 2015.

  • Index Management Solutions held 675 shares of M&T Bank worth $82K as of Q3 2015.
  • Index Management Solutions bought 38 M&T Bank shares in Q3 2015, an estimated $4.75K.
  • M&T Bank made up 0.08% of Index Management Solutions's portfolio in Q3 2015, its #79 holding.
  • Index Management Solutions first reported a position in M&T Bank in Q3 2013 and has held it in 9 quarters since.
  • 524 funds tracked by Wall St. Rank held M&T Bank as of Q3 2015.

Based on Index Management Solutions's 13F filing for Q3 2015, filed 13 Nov 2015.