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Institutional Capital’s M&T Bank MTB Stock Holding History

Institutional Capital’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
Q4 		$172M Sell
1,099,031
-827,977
-43% -$112M 2.55% 23
2016
Q3 		$224M Buy
1,927,008
+457,310
+31% +$53.1M 3.08% 14
2016
Q2 		$174M Buy
+1,469,698
New +$171M 2.13% 25

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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Institutional Capital's MTB Position: Q4 2016 in Review

Institutional Capital reduced its M&T Bank (MTB) stake by 43% in Q4 2016, selling an estimated $112M and leaving 1,099,031 shares worth $172M. The position accounts for 2.55% of the portfolio, ranked #23.

Institutional Capital first reported a position in MTB in Q2 2016 and has held it in 3 quarters since. The position peaked at $224M in Q3 2016. 577 funds tracked by Wall St. Rank hold MTB as of Q4 2016.

  • Institutional Capital held 1,099,031 shares of M&T Bank worth $172M as of Q4 2016.
  • Institutional Capital sold 827,977 M&T Bank shares in Q4 2016, an estimated $112M.
  • M&T Bank made up 2.55% of Institutional Capital's portfolio in Q4 2016, its #23 holding.
  • Institutional Capital first reported a position in M&T Bank in Q2 2016 and has held it in 3 quarters since.
  • Institutional Capital's M&T Bank position peaked at $224M in Q3 2016.
  • 577 funds tracked by Wall St. Rank held M&T Bank as of Q4 2016.

Based on Institutional Capital's 13F filing for Q4 2016, filed 2 Feb 2017.