Kaizen Advisory’s M&T Bank MTB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q4
$54K Buy
377
+14
+4% +$2.24K 0.04% 311
2018
Q3
$60K Hold
363
0.03% 300
2018
Q2
$62K Buy
363
+212
+140% +$38K 0.03% 289
2018
Q1
$28K Hold
151
0.03% 277
2017
Q4
$26K Buy
+151
New +$25.1K 0.02% 278

Other funds holding MTB

Kaizen Advisory's MTB Position: Q4 2018 in Review

Kaizen Advisory increased its M&T Bank (MTB) stake by 3.9% in Q4 2018, buying an estimated $2.24K and bringing the position to 377 shares worth $54K. The position accounts for 0.04% of the portfolio, ranked #311.

Kaizen Advisory first reported a position in MTB in Q4 2017 and has held it in 5 quarters since. The position peaked at $62K in Q2 2018. 688 funds tracked by Wall St. Rank hold MTB as of Q4 2018.

  • Kaizen Advisory held 377 shares of M&T Bank worth $54K as of Q4 2018.
  • Kaizen Advisory bought 14 M&T Bank shares in Q4 2018, an estimated $2.24K.
  • M&T Bank made up 0.04% of Kaizen Advisory's portfolio in Q4 2018, its #311 holding.
  • Kaizen Advisory first reported a position in M&T Bank in Q4 2017 and has held it in 5 quarters since.
  • Kaizen Advisory's M&T Bank position peaked at $62K in Q2 2018.
  • 688 funds tracked by Wall St. Rank held M&T Bank as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.