Invictus RG’s M&T Bank MTB Stock Holding History

Invictus RG’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 Q3	–	Sell	-280	Closed	-$45K	–	639
2017 Q2	$45K	Sell	280 -224	-44%	-$35.3K	0.03%	478
2017 Q1	$78K	Buy	+504	New	+$81.6K	0.05%	479

Other funds holding MTB

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Invictus RG's MTB Position: Q3 2017 in Review

Invictus RG sold out of M&T Bank (MTB) in Q3 2017, closing a stake of 280 shares — an estimated $45K sold.

Invictus RG first reported a position in MTB in Q1 2017 and held it in 2 quarters. The position peaked at $78K in Q1 2017. 600 funds tracked by Wall St. Rank hold MTB as of Q3 2017.

Invictus RG reported no remaining M&T Bank position as of Q3 2017 after selling out during the quarter.
Invictus RG sold 280 M&T Bank shares in Q3 2017, an estimated $45K.
Invictus RG first reported a position in M&T Bank in Q1 2017 and held it in 2 quarters.
Invictus RG's M&T Bank position peaked at $78K in Q1 2017.
600 funds tracked by Wall St. Rank held M&T Bank as of Q3 2017.

Based on Invictus RG's 13F filing for Q3 2017, filed 13 Nov 2017.