Lenox Wealth Management’s M&T Bank MTB Stock Holding History

Lenox Wealth 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
2020 Q2	–	Sell	-35	Closed	-$3K	–	769
2020 Q1	$3K	Buy	+35	New	+$5.15K	﹤0.01%	558
2016 Q1	–	Sell	-1,948	Closed	-$236K	–	252
2015 Q4	$236K	Sell	1,948 -530	-21%	-$64.6K	0.18%	26
2015 Q3	$302K	Sell	2,478 -11	-0.4%	-$1.38K	0.25%	15
2015 Q2	$311K	Buy	2,489 +359	+17%	+$44.2K	0.23%	15
2015 Q1	$271K	Sell	2,130 -180	-8%	-$21.8K	0.19%	17
2014 Q4	$290K	Buy	2,310 +11	+0.5%	+$1.35K	0.19%	23
2014 Q3	$283K	Sell	2,299 -62	-3%	-$7.63K	0.19%	20
2014 Q2	$293K	Sell	2,361 -219	-8%	-$26.7K	0.2%	19
2014 Q1	$313K	Buy	2,580 +44	+2%	+$5.08K	0.16%	23
2013 Q4	$295K	Buy	+2,536	New	+$288K	0.2%	27

Other funds holding MTB

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Berkshire Hathaway

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

State Farm Mutual Automobile Insurance

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return