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Inlet Private Wealth’s M&T Bank MTB Stock Holding History

Inlet Private Wealth’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
2020
Q1 		– Sell
-1,308
Closed -$222K – 137
2019
Q4 		$222K Sell
1,308
-973
-43% -$158K 0.07% 139
2019
Q3 		$360K Hold
2,281
– – 0.13% 109
2019
Q2 		$397K Hold
2,281
– – 0.14% 108
2019
Q1 		$358K Buy
+2,281
New +$375K 0.14% 113

Other funds holding MTB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Inlet Private Wealth's MTB Position: Q1 2020 in Review

Inlet Private Wealth sold out of M&T Bank (MTB) in Q1 2020, closing a stake of 1,308 shares — an estimated $222K sold.

Inlet Private Wealth first reported a position in MTB in Q1 2019 and held it in 4 quarters. The position peaked at $397K in Q2 2019. 592 funds tracked by Wall St. Rank hold MTB as of Q1 2020.

  • Inlet Private Wealth reported no remaining M&T Bank position as of Q1 2020 after selling out during the quarter.
  • Inlet Private Wealth sold 1,308 M&T Bank shares in Q1 2020, an estimated $222K.
  • Inlet Private Wealth first reported a position in M&T Bank in Q1 2019 and held it in 4 quarters.
  • Inlet Private Wealth's M&T Bank position peaked at $397K in Q2 2019.
  • 592 funds tracked by Wall St. Rank held M&T Bank as of Q1 2020.

Based on Inlet Private Wealth's 13F filing for Q1 2020, filed 28 Apr 2020.