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Jolley Asset Management’s M&T Bank MTB Stock Holding History

Jolley Asset 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
2018
Q1 		– Sell
-29
Closed -$5K – 192
2017
Q4 		$5K Hold
29
– – ﹤0.01% 166
2017
Q3 		$5K Buy
+29
New +$4.56K ﹤0.01% 167

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Jolley Asset Management's MTB Position: Q1 2018 in Review

Jolley Asset Management sold out of M&T Bank (MTB) in Q1 2018, closing a stake of 29 shares — an estimated $5K sold.

Jolley Asset Management first reported a position in MTB in Q3 2017 and held it in 2 quarters. The position peaked at $5K in Q4 2017. 644 funds tracked by Wall St. Rank hold MTB as of Q1 2018.

  • Jolley Asset Management reported no remaining M&T Bank position as of Q1 2018 after selling out during the quarter.
  • Jolley Asset Management sold 29 M&T Bank shares in Q1 2018, an estimated $5K.
  • Jolley Asset Management first reported a position in M&T Bank in Q3 2017 and held it in 2 quarters.
  • Jolley Asset Management's M&T Bank position peaked at $5K in Q4 2017.
  • 644 funds tracked by Wall St. Rank held M&T Bank as of Q1 2018.

Based on Jolley Asset Management's 13F filing for Q1 2018, filed 13 Apr 2018.