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Karpus Investment Management’s M&T Bank MTB Stock Holding History

Karpus Investment 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
Q2 		– Sell
-1,267
Closed -$234K – 180
2018
Q1 		$234K Hold
1,267
– – 0.01% 158
2017
Q4 		$217K Buy
+1,267
New +$210K 0.01% 143

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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Karpus Investment Management's MTB Position: Q2 2018 in Review

Karpus Investment Management sold out of M&T Bank (MTB) in Q2 2018, closing a stake of 1,267 shares — an estimated $234K sold.

Karpus Investment Management first reported a position in MTB in Q4 2017 and held it in 2 quarters. The position peaked at $234K in Q1 2018. 670 funds tracked by Wall St. Rank hold MTB as of Q2 2018.

  • Karpus Investment Management reported no remaining M&T Bank position as of Q2 2018 after selling out during the quarter.
  • Karpus Investment Management sold 1,267 M&T Bank shares in Q2 2018, an estimated $234K.
  • Karpus Investment Management first reported a position in M&T Bank in Q4 2017 and held it in 2 quarters.
  • Karpus Investment Management's M&T Bank position peaked at $234K in Q1 2018.
  • 670 funds tracked by Wall St. Rank held M&T Bank as of Q2 2018.

Based on Karpus Investment Management's 13F filing for Q2 2018, filed 14 Aug 2018.