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Kings Point Capital Management’s M&T Bank MTB Stock Holding History

Kings Point Capital 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
2015
Q3 		– Sell
-212
Closed -$26K – 377
2015
Q2 		$26K Buy
+212
New +$26.1K 0.01% 277

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Wellington Management Group
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State Street
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Berkshire Hathaway
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Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
WP
Wedgewood Partners St Louis, Missouri $484M AUM 14.59% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Kings Point Capital Management's MTB Position: Q3 2015 in Review

Kings Point Capital Management sold out of M&T Bank (MTB) in Q3 2015, closing a stake of 212 shares — an estimated $26K sold.

Kings Point Capital Management first reported a position in MTB in Q2 2015 and held it in 1 quarter. The position peaked at $26K in Q2 2015. 524 funds tracked by Wall St. Rank hold MTB as of Q3 2015.

  • Kings Point Capital Management reported no remaining M&T Bank position as of Q3 2015 after selling out during the quarter.
  • Kings Point Capital Management sold 212 M&T Bank shares in Q3 2015, an estimated $26K.
  • Kings Point Capital Management first reported a position in M&T Bank in Q2 2015 and held it in 1 quarter.
  • Kings Point Capital Management's M&T Bank position peaked at $26K in Q2 2015.
  • 524 funds tracked by Wall St. Rank held M&T Bank as of Q3 2015.

Based on Kings Point Capital Management's 13F filing for Q3 2015, filed 12 Nov 2015.