Jacobus Wealth Management’s M&T Bank MTB Stock Holding History

Jacobus Wealth Management’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	$721K	Hold	4,475	–	–	0.19%	83
2017 Q2	$725K	Buy	4,475 +175	+4%	+$27.6K	0.2%	82
2017 Q1	$665K	Hold	4,300	–	–	0.19%	87
2016 Q4	$673K	Hold	4,300	–	–	0.2%	86
2016 Q3	$499K	Hold	4,300	–	–	0.15%	103
2016 Q2	$508K	Hold	4,300	–	–	0.16%	96
2016 Q1	$477K	Sell	4,300 -801	-16%	-$86.9K	0.14%	125
2015 Q4	$618K	Hold	5,101	–	–	0.18%	104
2015 Q3	$622K	Hold	5,101	–	–	0.18%	96
2015 Q2	$637K	Sell	5,101 -76	-1%	-$9.36K	0.16%	102
2015 Q1	$657K	Sell	5,177 -35	-0.7%	-$4.24K	0.17%	101
2014 Q4	$655K	Hold	5,212	–	–	0.17%	97
2014 Q3	$643K	Hold	5,212	–	–	0.18%	108
2014 Q2	$647K	Hold	5,212	–	–	0.17%	113
2014 Q1	$632K	Buy	5,212 +801	+18%	+$92.4K	0.15%	116
2013 Q4	$514K	Buy	4,411 +51	+1%	+$5.79K	0.15%	115
2013 Q3	$488K	Hold	4,360	–	–	0.17%	102
2013 Q2	$487K	Buy	+4,360	New	+$449K	0.18%	99

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

Jacobus Wealth Management's MTB Position: Q3 2017 in Review

Jacobus Wealth Management held its M&T Bank (MTB) position steady in Q3 2017 at 4,475 shares worth $721K. The position accounts for 0.19% of the portfolio, ranked #83.

Jacobus Wealth Management first reported a position in MTB in Q2 2013 and has held it in 18 quarters since. The position peaked at $725K in Q2 2017. 600 funds tracked by Wall St. Rank hold MTB as of Q3 2017.

Jacobus Wealth Management held 4,475 shares of M&T Bank worth $721K as of Q3 2017.
Jacobus Wealth Management left its M&T Bank share count unchanged in Q3 2017.
M&T Bank made up 0.19% of Jacobus Wealth Management's portfolio in Q3 2017, its #83 holding.
Jacobus Wealth Management first reported a position in M&T Bank in Q2 2013 and has held it in 18 quarters since.
Jacobus Wealth Management's M&T Bank position peaked at $725K in Q2 2017.
600 funds tracked by Wall St. Rank held M&T Bank as of Q3 2017.

Based on Jacobus Wealth Management's 13F filing for Q3 2017, filed 31 Oct 2017.