Laffer Tengler Investments’s M&T Bank MTB Stock Holding History

Laffer Tengler Investments’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
2019 Q2	–	Sell	-14,075	Closed	-$2.21M	–	151
2019 Q1	$2.21M	Hold	14,075	–	–	0.59%	76
2018 Q4	$2.01M	Hold	14,075	–	–	0.6%	80
2018 Q3	$2.32M	Hold	14,075	–	–	0.57%	86
2018 Q2	$2.39M	Hold	14,075	–	–	0.61%	71
2018 Q1	$2.59M	Buy	14,075 +2,855	+25%	+$532K	0.65%	57
2017 Q4	$1.92M	Hold	11,220	–	–	0.48%	101
2017 Q3	$1.81M	Sell	11,220 -855	-7%	-$134K	0.48%	104
2017 Q2	$1.96M	Hold	12,075	–	–	0.5%	104
2017 Q1	$1.87M	Hold	12,075	–	–	0.49%	101
2016 Q4	$1.89M	Buy	+12,075	New	+$1.63M	0.51%	71

Other funds holding MTB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Laffer Tengler Investments's MTB Position: Q2 2019 in Review

Laffer Tengler Investments sold out of M&T Bank (MTB) in Q2 2019, closing a stake of 14,075 shares — an estimated $2.21M sold.

Laffer Tengler Investments first reported a position in MTB in Q4 2016 and held it in 10 quarters. The position peaked at $2.59M in Q1 2018. 676 funds tracked by Wall St. Rank hold MTB as of Q2 2019.

Laffer Tengler Investments reported no remaining M&T Bank position as of Q2 2019 after selling out during the quarter.
Laffer Tengler Investments sold 14,075 M&T Bank shares in Q2 2019, an estimated $2.21M.
Laffer Tengler Investments first reported a position in M&T Bank in Q4 2016 and held it in 10 quarters.
Laffer Tengler Investments's M&T Bank position peaked at $2.59M in Q1 2018.
676 funds tracked by Wall St. Rank held M&T Bank as of Q2 2019.

Based on Laffer Tengler Investments's 13F filing for Q2 2019, filed 15 Aug 2019.