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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 – 251
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lenox Wealth Management's MTB Position: Q2 2020 in Review

Lenox Wealth Management sold out of M&T Bank (MTB) in Q2 2020, closing a stake of 35 shares — an estimated $3K sold.

Lenox Wealth Management first reported a position in MTB in Q4 2013 and held it in 10 quarters. The position peaked at $313K in Q1 2014. 595 funds tracked by Wall St. Rank hold MTB as of Q2 2020.

  • Lenox Wealth Management reported no remaining M&T Bank position as of Q2 2020 after selling out during the quarter.
  • Lenox Wealth Management sold 35 M&T Bank shares in Q2 2020, an estimated $3K.
  • Lenox Wealth Management first reported a position in M&T Bank in Q4 2013 and held it in 10 quarters.
  • Lenox Wealth Management's M&T Bank position peaked at $313K in Q1 2014.
  • 595 funds tracked by Wall St. Rank held M&T Bank as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.